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The 12 Steps
Step 1: Active Investors
Step 2: Nobel Laureates
Step 3: Stock Pickers
Step 4: Time Picker
Step 5: Manager Pickers
Step 6: Style Drifters
Step 7: Silent Partners
Step 8: Riskese
Step 9: History
Step 10: Risk Capacity
Step 11: Risk Exposure
Step 12: Invest & Relax
   
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We start the journey by asking, "what is an active investor?"

 

Step 1 helps you recognize the behaviors and thoughts of active investors. The first indication of an active investor is a stressed disposition and a below market performance.

 

Program Overview

The first step on the index funds journey is to recognize active investor behavior. If all investors were lined up in a row, could the active investors be identified? Active investors actively engage in stock picking, time picking (market timing), manager picking, and style picking.

 

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THE BIG QUESTION

Your big question is undoubtedly, “What is the right blend of index funds for me?”

The answer becomes abundantly clear once you have determined your Risk Capacity. Risk Capacity is based on a simple formula that takes into consideration your age, assets, income and your investment knowledge to derive your optimal investment balance. You can quickly learn your Risk Capacity by taking this simple survey right now.