Knowledge

Red / Low

You either consider yourself to have relatively limited knowledge of investing, or have few sources of investment expertise. Take care to understand and get comfortable with your investment recommendations.

Amber / Medium

You either consider yourself to have a basic working knowledge of investing, or have relatively limited sources of investment expertise. If an investment isn't familiar to you, it might be worth taking the time to ensure you properly understand the risks it entails.

Green / High

You consider yourself to have at least a reasonable knowledge of investing, and can back that up with multiple sources of expertise. Most investments will be familiar to you, but beware of any investing blind spots.

 

 

Investment Principles