You want to start investing… but how much should you put into stocks, bonds, and other investments?

Vanguard’s Investor Questionnaire gets investors thinking about how different factors like their investing style and their retirement age impact their asset allocation. Students answer 11 questions and get a recommended breakdown of what their asset allocation can look like.

Questions:

1. In your words, explain what asset allocation is.
2. What role do you think the following factors play in figuring out what someone’s asset allocation might be?
   1. Time
   2. Risk
3. How did completing the questionnaire expand your view of investing?

This interactive is a great fit for NGPF lessons Managing Risk and Start Investing - part of the Investing unit!

About the Author

Sonia Dalal

Sonia has always been passionate about instruction and improving students' learning experiences. She's come a long way since her days as a first grader, when she would "teach" music and read to her very attentive stuffed animals after school. Since then, she has taught students as a K-12 tutor, worked in several EdTech startups in the Bay Area, and completed her Ed.M in Education from the Harvard Graduate School of Education. She is passionate about bringing the high quality personal finance content and instruction she wished she'd received in school to the next generation of students and educators. When she isn't crafting lesson guides or working with teachers, Sonia loves to spend her time singing, being outdoors, and adventuring with family and friends!