What's Your Investment Portfolio Maturity Level?

Discover exactly where you stand in building a truly diversified investment portfolio. In just 4 quick questions, we'll evaluate your current approach to asset allocation, geographic diversification, and portfolio management. Get a personalized assessment revealing whether you're at risk of costly mistakes—and receive a clear roadmap to strengthen your financial position.

How are your investments currently distributed across different asset classes?

I'm not sure or I have most money in just one or two investments I own some stocks and bonds, but I haven't calculated exact percentages I have a target allocation (like 60/40) but rarely check if it's drifting I maintain a specific allocation and rebalance annually to stay on track

What percentage of your investment portfolio is invested outside Canada?

Almost nothing—most or all of my money is in Canadian investments Less than 20% is outside Canada; I'm mostly focused domestically About 30-40% is in US and international markets I have deliberate geographic diversification across Canada, US, developed, and emerging markets

How do you typically manage your portfolio investments?

I pick individual stocks based on tips or what's performing well I own a mix of mutual funds and individual stocks without a clear strategy I use mostly index funds or ETFs but haven't optimized for fees or taxes I use low-cost index funds strategically placed in RRSPs and TFSAs for tax efficiency

When markets drop significantly, what do you typically do?

I panic and consider selling to avoid further losses I feel nervous but hold on and hope the market recovers I stay calm knowing my diversified portfolio protects me somewhat I see it as an opportunity to rebalance and buy quality investments at lower prices

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