Learned Behavior Discovery

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Name* This field is required.
First Name
Last Name
2
Your Email* This field is required.
example@example.com
3
I have been comfortable after making an investment decision* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
4
I have had strong feelings of regret after not making a decision that, if made, would have made money* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
5
I have regretted investment decisions when the market has gone down or a loss is made* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
6
I have often deferred selling loss-making investments hoping they will come good one day* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
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I have always had a high degree of discomfort and concern when things do not work out as planned financially* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
8
I am a risk taker and am willing to take significant risk in order to increase my returns* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
9
I am a cautious investor but am willing to speculate with money I can afford to lose to improve the returns on my investment* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
10
I do not like risk and don’t want to see the value of my investments decrease* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
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I am a risk taker when I understand the investment, but otherwise, I do not take any risk* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
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Decisions are made on the basis that I have the potential to make more than I can lose* This field is required.
1: Not at all
2: To a small extent
3: To a moderate extent
4: To a great extent
5: To a very great extent
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How would you react if the market value of your stock/equities portfolio dropped 15% over a 15 day period?* This field is required.
1: I would not be very happy and would contact my planner or advisor immediately
2: It would keep me awake at night
3: It wouldn’t bother me
4: I would keep investing in stocks / equities / managed or mutual funds
5: I would sell my stocks / equities, even though a loss may be realized
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In thinking of my investment profile, I would describe myself as follows:* This field is required.
1: Cautious
2: Balanced
3: Growth oriented
4: Aggressive
5: Varies depending on my understanding of the asset class
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Enter your advisor's emailWe'll email you and your advisor the results.
example@example.com
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Risk Behavior Raw Score CalculationLearned Behavior Risk Calculation
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Raw Score to Tscore
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Risk Behavior Tscore
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Risk Behavior Pop
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Risk Group
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Portfolio Structure
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How was your experience with this discovery process?
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