Investment Personality Profile
Your Information
Name
First Name
Last Name
Email
*
example@example.com
Country
Questions
Q1. I only put a small portion of my net worth into any single investment.
*
Please Select
1-10
11-25
26-50
51-100
more than 100
I don't know
Q2. When you put in an order, do you put in a stop-loss order at the same time?
*
Yes
No
Sometimes
Q3. Will you -- regularly or occasionally -- take short positions?
*
Yes
No
Q4. What factors determine wether you will make an investment (check all that apply):
*
The market’s trend
Investor psychology
Investor sentiment
Economic outlook
Annual and quarterly reports, company announcements, SEC filings, and the like
My own evaluations of factors like quality of the company’s management, the company’s competitive environment, its pricing policies and margins, sales forecasts, and so on
My investment system — without reference to such factors
Other factors
Q4a. The market’s trend - TR
Q4b. Investor psychology - TR
Q4c. Investor sentiment - TR
Q4d. Economic outlook - TR
Q4e. Annual and quarterly reports, company announcements, SEC filings, and the like - AN
Q4f. My own evaluations of factors like quality of the company’s management, the company’s competitive environment, its pricing policies and margins, sales forecasts, and so on - AN
Q4g. My investment system — without reference to such factors - AC
Q4h. Other factors - TR
Q5 Do you ever use some form of technical analysis?
*
Yes
No
Q5a. Do you use technical analysis primarily?
Yes
No
Q5b. Do you use technical analysis as one of a number of tools?
Yes
No
Q6. I usually put no more than a small percentage (for example, less than 10%) of my portfolio in any single investment.
*
Yes
No
Q7. I will sometimes use futures, options, warrants or other derivatives.
*
Yes
No
Q7a. If your answer is yes for Q7, please check all that applies to you:
To hedge part of all my portfolio — to lock in profits or as 'insurance' against some unexpected event
To gain leverage on a stock when I think something is about to happen
For 'butterfly' or similar spread strategies on options or futures
As part of my investment system
Other
Q7aa. To hedge part of all my portfolio — to lock in profits or as 'insurance' against some unexpected event - AN
Q7ab. To gain leverage on a stock when I think something is about to happen - AN
Q7ac. For 'butterfly' or similar spread strategies on options or futures - AC
Q8. When I’m on vacation, I regularly check the prices and keep up to date on the progress of my investments.
*
Yes
No
Q9. I spend a fair amount of time investigating before I ever place an order with my broker.
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Yes
No
Q10. My style of investing means that sometimes I have to be up at odd hours of the night.
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Yes
No
Q11. If you’d bought stock Widgets Inc at $2 per share and it’s now $1 per share what would you do?
*
Average down
My stop-loss took me out automatically
Wait till it gets back to $2 before selling out
I already sold at $1.80
I already sold at $1.80 and went short
I don’t want to think about it
I’m still trying to figure out what I’m going to do
Maybe I’ll sell at $1.10
I thought it was a bargain at $2, so at $1 I’m scooping it up with both hands
Q11a. My stop-loss took me out automatically - TR
Q11b. I already sold at $1.80 - TR
Q11c. I already sold at $1.80 and went short - TR
Q11d. I thought it was a bargain at $2, so at $1 I’m scooping it up with both hands - AN
Q12. How many different positions usually make up half your portfolio?
*
Please Select
1-5
6-10
11-25
26-50
more than 50
I don't know
Q12a. 1-5 - AN
Q12b. 6-10 - AN
Q12c. 11-25 - AN & AC
Q12d. 26-50 - AC
Q12e. more than 50 - AC
Q13. I follow a mechanical or computerized trading system.
*
Yes
No
Q14. I follow strict money management rules to limit the risk of any single investment to the total value of my portfolio.
*
Yes
No
Q15. I’m actively in the market, buying or selling...
*
Everyday
Several times a week
Several times a month
Every month or so
Several times a year
Only occasionally
Q15a. Everyday - TR
Q15b. Several times a week - TR
Q15c. Several times a month - TR
Q15d. Every month or so - TR & AN
Q15e. Several times a year - AN
Q15f. Only occasionally - AN
Q16. I always close out some (or all) of my positions before I go on vacation.
*
Yes
No
Q17. I feel I understand the laws of probability and am comfortable applying them when I need to.
*
Yes
No
Q18. My style of investing usually means there can be a fairly long time (i.e, a month or so...or something longer) between two investments
*
Yes
No
Q19. I’m happy to put a large portion of my portfolio — a quarter or so and sometimes even more — into a single investment.
*
Yes
No
Q20. I’m willing to take a position based on incomplete information...sometimes even 'gut feeling' or 'instinct'
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Yes
No
Q21. I will take a large number of positions from within a narrowly defined class of investments.
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Yes
No
Q22. When making decisions, I tend to procrastinate more often than not.
*
Yes
No
Q23. Which statements best describe you (check all that apply):
*
When I’m hot, I’m in tune with the markets.
I pay more attention to the probabilities than to any particular investment.
If I only got a handful of good investment ideas per year, I might no be happy but I could live with it
Q23a. When I’m hot, I’m in tune with the markets. - TR
Q23b. I pay more attention to the probabilities than to any particular investment. - AC
Q23c. If I only got a handful of good investment idead per year, I might no be happy but I could live with it - AN
Q24. When I take a position I normally expect to hold it for...
*
A few days or less
A month or two
6-12 months
2-5 years
More than 5 years
Indefinitely
Until I’m stopped out
I don’t know
Q24a. A few days or less - TR
Q24b. A month or two - TR
Q24c. 6-12 Months - TR
Q24d. Until I'm stopped out - TR
Q24e. 2-5 years - AN
Q24f.More than 5 years - AN
Q24g. Indefinitely - AN
Q25. I expect to lose money a given percentage of the positions I take (e.g., 3 out of 7, 6 out of 10, or some other expected ratio).
*
Yes
No
Q26. I make the same kind of investment over and over again.
*
Yes
No
Analyst Points
Trader Points
Actuary Points
Result Analyst
Result Trader
Result Actuary
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