Investor Risk Profile Quiz by safwanamran.my

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1. Tell us your investment experience:

I know nothing at all.

I have some investment knowledge in shares only.

I am reasonably familiar with the basic types of investments, including unit trust, bonds and shares.

I am both knowledgeable and experienced in investing and I currently hold a broad range of investments.

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2. Tell us your investment goals:

My money should be safe at all time.

I want to earn a stable and regular stream of income. I can accept occasional losses as long as my money is in sound investment.

I am looking for the balance of capital growth and regular income. I am willing to accept a fair amount of investment risk.

I am willing to take higher risk to achieve higher returns.

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3. What percentage of your total net worth do you expect this investment to represent?

1 – 20%

20 – 50%

50 – 70%

70 – 100%

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4. How would you describe your investment style?

Conservative

Moderate

Fairly aggressive

Aggressive

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5. What chance is there that you may need to withdraw most or all of this investment earlier than anticipated?

Very low (under 15%)

Low (under 25%)

Medium (25 – 50%)

High (over 50%)

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6. If you purchased an investment and the value dropped by 20% after 3 months, but it still looked like a good investment, you would:

Buy more

Hold

Not sure

Sell

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7. In a period of one year, how much of a drop in value of this investment could you tolerate before feeling uncomfortable?

0 – 5%

5 – 10%

10 – 15%

Over 15%

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8. Over the next 3 – 5 years, are you confident that your income will meet your ongoing expenses?

Not sure

Not confident

Confident

Very confident

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9. How long do you expect to hold this investment?

1 – 3 years

4 – 7 years

8 – 10 years

Above 10 years

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10. Tell us your age:

Under 30

30 – 39

40 – 54

55 and over

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Your score is:

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Name

First Name

Last Name

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Email

example@example.com