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Personal Finance Investor Profile Questionnaire   For each of the following groups of statements, select the statement that most closely reflects your financial situation and investment philosophy (circle numbers)

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Personal Finance

Investor Profile Questionnaire

 

For each of the following groups of statements, select the statement that most closely reflects your financial situation and investment philosophy (circle numbers).

 

A.    1.  One can’t be too careful.

2. When in doubt, err on the side of caution.
3. Nothing ventured, nothing gained.

2. 1.   Put safety first, stick with risk free investments.

2.   Don’t put all your eggs in a few baskets, diversification is important.

3.   Put most of your money in your best investment ideas.

3. 1.   Receiving dependable income is more important than growth.

2. Income and growth are equally important.
3. Growth is more important than current income.

4. 1.   I prefer conservative investments.

2. I like to have a mix of conservative and growth oriented investments.
3. I want growth and am willing to risk significant capital to achieve it.

5. A respected friend suggests the time is right to invest aggressively, you

1. Refuse to take more risk.
2. Invest a portion of your savings.
3. Invest all your savings.

6. You win a contest and can choose among three prizes, which do you select?

1. Receive $5000 today.
2. Receive $2000/year for 5 years.
3. Receive $25,000 10 years from now.

7. An emergency requires $10,000 unexpectedly, you

1. Have to liquidate all your investments.
2. Have to liquidate 25% of your investments.
3. Could handle it without liquidating any of your investments.

8.  The stock market is dropping in value, you would sell your investments after
   1. A 10% drop in value.
   2. A 20% drop in value.
   3. I would not sell in a down market.

 

Personal Finance

Investor Profile Questionnaire Score Card

 

Total Score:

 8-10               Very Conservative

11-14             Conservative

15-17             Balanced

18-21             Aggressive

22-24             Very Aggressive