Discover Your Investment Personality
1. What is your age group?
2. What is your primary financial goal?
3. What is your investment horizon?
4. What is your current source of income?
5. How would you describe your knowledge of investments?
6. How do you usually react when your investment value drops by 10%?
7. How much risk are you willing to take for higher returns?
8. What portion of your total wealth will be invested?
9. How diversified is your current portfolio?
10. If your investment drops by 20% in a year, what would you do?
11. How frequently do you track your investments?
12. Which of the following best describes your investment style?