San Blas Capital
Investor profile tool

What kind of investor are you?

Seven quick questions on your time horizon and your comfort with risk. Takes about two minutes, and gives you a starting point for a conversation about how your portfolio should be built.

Please enter your name and a valid email to continue.

There are no right answers here — just the ones that describe you. Answer for how you'd actually react, not how you think you should.

1 / 7
Your profile
Very short time horizon

You're planning to draw down these funds soon enough that riding out a market downturn isn't realistic. For a horizon this short, capital preservation matters far more than growth — a portfolio weighted toward cash and short-maturity bonds is the appropriate starting point, not a risk-tolerance conversation.

This tool gives a general starting point based on your answers. It isn't personalized investment advice. Talk with your advisor before making changes to an actual portfolio.
Your profile

Something like the allocation below could make sense for you:

Time horizon score
Risk tolerance score
This is an educational starting point based on the answers above — it isn't personalized investment advice and doesn't account for your full financial picture. Contact San Blas Capital to talk through what fits your situation.