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Investment Profile Questionnaire
This short questionnaire is designed to gain an understanding of your risk tolerance and return objectives, and kickstart the discussion around tailoring an investment portfolio most appropriate for you.
10
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1
Name
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First Name
Last Name
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2
Preferred Email Address
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example@example.com
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3
How old are you?
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Younger than 40
40 to 50
50 to 60
60 to 70
70 or older
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4
When do you expect to start drawing income from your portfolio?
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Within the next 3 years
In 3 to 7 years
In 7 to 15 years
More than 15 years from now
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5
How important is it for you to receive money from your portfolio within your stated time frame?
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Critical, and it’s necessary for both the timing and amount to be adhered to.
It’s important, but there’s a little flexibility in terms of timing and/or amount.
Somewhat important, and there’s moderate flexibility in terms of timing and/or amount.
Not important. Aspirational growth is the target with this portfolio.
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6
Assuming typical market conditions, you expect your portfolio to…
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Keep pace with the stock market.
Somewhat trail the stock market.
Be relatively stable with modest profits.
Have a high degree of stability with limited profits.
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7
If the stock market experiences a downturn, you expect your portfolio to…
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Perform as poorly as the stock market.
Lose some money but to a lesser degree than the stock market.
Lose very little money.
Lose no money at all or even make gains.
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8
3 months after investing $100,000, it loses $10,000 in a down market. How would you react?
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I would consider selling some of my investments.
I would consider selling some of my investments but would stay invested if my financial advisor recommended it.
I'd feel neutral and would stay invested.
I’d want to invest more money.
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9
How often do you look at your portfolio?
*
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I look at my portfolio every day, sometimes more than once.
I check on my portfolio every week or two.
I look at my portfolio when I get my monthly statements.
I rarely check on my portfolio and only log in when I need to update something in my account.
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10
How do you approach making trades your portfolio?
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I set it and forget it. If I could make fewer trades, I would.
I just rebalance my portfolio to a target allocation once or twice a year.
I try to select outperforming investments and/or time the market.
I make frequent adjustments to my portfolio.
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