How Alternative Investments Can Fit In Your Portfolio

Quiz Questions

• 1.
  Which investment style resonates with you the most?

  • A.
    I value tangible assets
  • B.
    I prefer steady income streams
  • C.
    I'm young and am focused on long-term growth
  • D.
    I'm nearing retirement and want a balanced approach
• 2.
  What is your primary investment goal?

  • A.
    To minimize taxes.
  • B.
    Generate regular income.
  • C.
    Build wealth over the long-term. No need for income.
  • D.
    Maintain a balanced portfolio of income and growth.
• 3.
  What is your investment time horizon?

  • A.
    1-3 years
  • B.
    3-5 years
  • C.
    5-10 years
  • D.
    10 years+
• 4.
  How do you feel about market volatility?

  • A.
    I like a mix so I don't have to ride out the lows
  • B.
    I'm comfortable with high-risk, high-reward
  • C.
    I prefer low-risk, stable returns
  • D.
    I prefer investing in physical assets
• 5.
  What type of investment do you find most appealing?

  • A.
    Tech startups & new developing companies
  • B.
    Income producing assets because of stability
  • C.
    Hotels, apartments and mobile home communities
  • D.
    New real estate developments from the ground up
• 6.
  Are you an Accredited Investor? (Income over $200k or $1M of net worth)

  • A.
    Yes
  • B.
    No
  • C.
    I'm not sure.

Quiz Outcomes

• 1.
  Income-Producing Investments

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  Your focus is on generating steady income. This approach ensures a reliable cash flow, providing financial stability. You can explore options like real estate or dividend stocks to enhance your income stream. These investments are known for their consistent returns and can be a cornerstone of your financial strategy. At Me Financial, we focus on financial strategies to create as much tax-free income as possible.
• 2.
  Growth Investments

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  Your strategy is centered around long-term growth. This mindset allows you to build wealth over time. In the alternative asset world, your focus will be development of real estate like long-term care facilities or hotels. These investments are characterized by their potential for significant appreciation. Me Financial can assist you in identifying high-growth opportunities that align with your financial goals.
• 3.
  Mixed Investments

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  Your approach balances income and growth. This strategy provides both stability and potential for appreciation. You can diversify with a mix of different investments with some paying immediately, to some not paying for 4-7 years. The world is your oyster! These investments offer a blend of security and growth potential. At Me Financial, we help you create a balanced investment plan tailored to your unique needs.
• 4.
  Real Estate Investments

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  Your interest lies in tangible assets. This focus allows you to benefit from property appreciation and rental income. Explore opportunities in residential or commercial real estate to diversify your holdings. Real estate is known for its stability and potential for long-term gains. Me Financial provides expertise in real estate investments to help you achieve your financial objectives.