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1. What is your primary investment goal?
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Preserve my capital with minimal risk

Achieve moderate growth with some risk

Maximize growth potential, accepting high risk
2. How long do you plan to keep your money invested before you need to access it?
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Less than 5 years

5 to 10 years

More than 10 years
3. How would you react if your investment dropped 15% in a short period due to market fluctuations?
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Sell all investments to prevent further loss

Hold onto investments, expecting recovery

Invest more to capitalize on lower prices
4. Which statement best describes your attitude towards investment fluctuations?
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I am uncomfortable with any loss in investment value

I can tolerate short-term losses for long-term gains

I am comfortable with significant fluctuations for high returns
5. What proportion of your total savings are you willing to invest in stocks?
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Less than 25%

Between 25% and 75%

More than 75%
6. What is the state of your current financial obligations?
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I have significant financial obligations

I have some obligations

I have minimal obligations
7. How important is liquidity (the ability to quickly convert investments to cash) to you?
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Very important; I may need quick access to my funds

Somewhat important; but not critical

Not important; I won’t need the funds soon


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