What's Your Ideal Stocks vs Bonds Mix?

Discover your optimal investment allocation in just 4 quick questions. This quiz evaluates your time horizon, risk tolerance, income needs, and financial situation to reveal whether you should lean toward stocks, bonds, or a balanced combination. Get personalized insights based on your unique circumstances as a Canadian investor—plus a custom action plan to get started.

When will you need to access this money?

Within the next 1-2 years (emergency fund or short-term goal) In 3-5 years (medium-term goal like a down payment) In 5-10 years (longer-term goal) 10+ years away (retirement or major life goal)

How comfortable are you with investment volatility?

I panic when markets drop 10-15%. I need stability and sleep well at night. Market swings make me nervous, but I can handle them if they're not too severe. I'm comfortable with moderate volatility as long as I understand the strategy. I can handle significant market swings. I focus on long-term returns, not short-term fluctuations.

What is your primary investment goal right now?

Generate current income to cover living expenses or supplement retirement Balance between current income and some growth over time Grow my wealth steadily while maintaining reasonable stability Maximize long-term growth. I don't need income now.

How stable is your income, and how much emergency savings do you have?

Unstable income and minimal emergency savings (less than 3 months of expenses) Somewhat stable income with 3-6 months of emergency savings Stable income with 6-12 months of emergency savings Very stable income with 12+ months of emergency savings

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