1. I enjoy the time I spend managing my investments.
True
False

2. I feel I spend about the right amount of time managing my investments - neither too much nor too little.
True
False

3. I have set clear financial goals that factor in my age, tax bracket, my remaining working years and income, my family and their ages, my retirement needs, potential emergencies, my children's education, and inflation.
True
False

4. I understand my tolerance for risk, and the risks associated with the investments I've chosen.
True
False

5. I feel I do an excellent job of keeping up with financial and world events that affect the markets, and know how to interpret them and take action accordingly.
True
False

6. I understand the tax implications of all my investments, and have structured an investment portfolio I would describe as tax-wise.
True
False

7. I keep good track of my investments, and rarely fall behind or get confused regarding the paperwork, tax implications, etc.
True
False

8. I can compare the performance of my investments against appropriate benchmarks, and am satisfied with the performance when I do.
True
False

9. I doubt that a professional could achieve significantly better performance.
True
False

10. I understand the primary investment vehicles available, and have created an asset allocation plan that I've put in writing.
True
False

11. I have the discipline to stick to that plan in both up and down markets - and have proven it by doing so.
True
False

12. I don't change directions or switch my investments more than I should.
True
False

13. I have a knowledgeable person or persons available to talk to about my investing - when I feel the need.
True
False

14. (If applicable) My spouse/partner is supportive of my desire to manage my own investing; there are few serious misunderstandings or arguments about my decisions.
True
False

15. I rarely feel unacceptable stress (such as losing sleep) due to managing my own investments.
True
False

16. I have not yet accumulated assets that I consider to be more sizeable than I should manage alone.
True
False