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Page 1 of 8
1. When you think about investing, what’s your first reaction?
A) Excited to explore high-risk, high-reward opportunities.
B) Curious but cautious, preferring a well-researched approach.
C) Nervous and unsure, leaning towards safer investments.
D) Interested in a balanced strategy that combines risk and security.
Page 2 of 8
2. How do you react when the market is volatile?
A) I see it as an opportunity to buy and capitalize on the lows.
B) I monitor the situation and may adjust my investments slightly.
C) I get anxious and consider pulling out to avoid losses.
D) I stick to my plan, trusting that balance will see me through.
Page 3 of 8
3. What’s your primary goal for investing?
A) Achieving significant growth, even if it means taking on more risk.
B) Building wealth steadily over time with moderate risk.
C) Preserving capital while earning a steady income.
D) Balancing growth and security for a stable, long-term portfolio.
Page 4 of 8
4. How would you describe your knowledge of investing?
A) Advanced – I’m confident in my strategies and decisions.
B) Intermediate – I know the basics but am eager to learn more.
C) Beginner – I’m just getting started and still learning the ropes.
D) Moderate – I have some knowledge but prefer expert guidance.
Page 5 of 8
5. How do you typically make investment decisions?
A) Independently, after thorough research and analysis.
B) After seeking advice from trusted sources and doing my own research.
C) With the help of a financial advisor to guide my choices.
D) I follow a set strategy but make adjustments based on expert advice.
Page 6 of 8
6. What’s Your Approach to Financial News?
A) I read financial news daily and make adjustments to my investments accordingly.
B) I keep an eye on major headlines but don’t let it dictate my investment strategy.
C) I skim financial news occasionally but prefer to stick to my long-term plan.
D) I rarely pay attention to financial news; I focus more on my investment goals.
Page 7 of 8
7. How much risk are you comfortable with?
A) I’m comfortable with high risks for potentially high returns.
B) I’m okay with moderate risks that offer steady growth.
C) I prefer low-risk options to preserve my capital.
D) I aim for a balance of risk and reward to achieve long-term stability.
Page 8 of 8
8. What’s your ideal investing timeframe?
A) I’m looking for short-term gains in less than 1 year.
B) I’m focused on medium-term growth over 3-5 years.
C) I prefer long-term investments for 10+ years.
D) I want a mix of short and long-term investments.
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