Vanguard: Investor Questionnaire – Blog

You want to start investing … But how much do you have to put in shares, bonds and other investments?

Vanguard’s Investor questionnaire Let investors think about how different factors such as their investment style and their retirement age influence their asset distribution. Students answer 11 questions and receive a recommended breakdown of what their assets allocation can look like.

To ask:

1. Explain in your words what Assets allocation is.
2. What role do you think that the following factors play when figuring out what someone’s activa spread could be?
   1. Time
   2. Risk
3. How has completing the questionnaire has expanded your vision of investing?

This interactive fits well for the management of NGPF lessons and start investing – part of the investment unit!

About the author

Sonia Dalal

Sonia has always been passionate about instruction and improving the learning experiences of students. She has taken a long way since her days as the first class, when she would “teach” music and read her very attentive hugs after school. Since then she has taught students as a K-12-tutor, worked in various Edtech startups in the Bay Area and completed her Ed.m in the education of the Harvard Graduate School of Education. She is passionate about bringing the high -quality personal financial content and instruction that she wish she had received at school to the next generation of students and educators. When she does not make lessons or work with teachers, Sonia likes to spend her time singing, being outside and adventures with family and friends!

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