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Free 2-Minute Assessment

Free Investor Portfolio Assessment

Find the Hidden Risks, Gaps and Blind Spots in Your Portfolio

Your answers are assessed using the Investor Progression Model, our research based framework for diagnosing private investor quality.

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Discover what type of investor you are:

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🟥 Reactive Investor

🟧 Lucky Investor

🟨 Conservative Compounder

🟩 Structured Compounder

Already used by investors across

 

 

🇬🇧 United Kingdom  🇺🇸 United States  🇦🇺 Australia 🇩🇪 Germany  🇸🇬 Singapore  🇧🇷 Brazil  🇫🇷 France  🇯🇵 Japan  🇨🇦 Canada  🇳🇱 Netherlands  🇦🇷 Argentina  🇮🇪 Ireland 🇪🇸 Spain 🇳🇿 New Zealand  🇿🇦 South Africa

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Investor Progression Assessment

12 questions · About 2 minutes

1 of 4 — Investment Decisions

1. You discover a company that looks like an exceptional long-term investment. What determines whether you buy it?
A. I research the business and buy if the overall investment case looks attractive.
B. It must satisfy defined criteria for quality, valuation, portfolio fit and position size before I commit capital.
C. If I have strong conviction in the company and the opportunity, I am comfortable buying it.
D. I assess several factors such as business quality, financial strength, valuation and downside risk before deciding.
2. One of your holdings performs extremely well and grows from 6% to 14% of your portfolio. What are you most likely to do?
A. Review the holding alongside the rest of the portfolio and decide whether its increased weight creates excessive concentration.
B. Let it run while I continue to believe in the investment.
C. Compare it against predefined allocation and risk limits and rebalance if those limits have been breached.
D. Consider whether the position has become larger than I am comfortable with.
3. Markets fall sharply and one of your strongest holdings drops 30%, despite little apparent change in the underlying business. What happens next?
A. I would revisit the investment thesis, valuation and financial position before deciding whether to hold, buy or sell.
B. I would reassess the company and decide whether I still felt confident holding it.
C. I would probably wait until conditions became clearer before doing anything.
D. I would apply my existing decision framework to determine whether the fall represents thesis deterioration, increased risk or an improved expected return.

You'll discover

✔ Which of the four investor types you really are

✔ Why your portfolio is performing the way it is 

✔ Your biggest hidden blind spot

✔ Your next step towards becoming a Structured Compounder

Built on the Investor Progression Model - our research-based framework for diagnosing private investor portfolio quality.

Used by 100+ investors managing real portfolios with a long-term, compounding approach

“This isn’t just a tracker, it changed how I make decisions. I’ve stopped guessing and started making structured decisions.”

— Tamara (Chicago, IL)

“This feels like a professional system, not a spreadsheet. It’s how investing should be done if you’re serious about it.”

— Nilesh (Delhi, India)

“For the first time I actually feel in control of my portfolio. Everything is structured and I know exactly what I’m doing.”

— Nathan (Devon, UK)

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