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Portfolio Registration Form
Que.1- What is your age?
18 - 35
36 - 50
51 - 65
65 - 72
Que.2- How many years of investment experience do you have?
0 - 1 year
1 - 3 years
3 - 6 years
7 - 10 years
Que.3- What percentage of your income is available for investment now?
Less Then 10%
11 - 15%
16 - 25%
Que.4- What portion of your overall investment is invested in stocks or equity funds?
41% - 60
21% - 40%
0% - 20%
Que.5- Which of the following return objective most closely reflect your personal investment goal?
Capital preservation with a return similar to bank deposit rate
Stable, balanced income and capital growth
Gradual long-term capital growth
Maximize capital growth as soon as possible
Que.6- What type of Trader you are..?
Did you trade in stock market every day?
Did you trade in stock market as a Positional trader
You trade in stock market as a Broker or as a Investor.
Que.7- Income from investment may go down as well as up. How would you describe your acceptance and attitude towards investment market fluctuations?
Accept minor fluctuations for the opportunity to grow capital.
Accept moderate fluctuations for the opportunity of assets enhancement and better capital returns.
Accept higher risks from market fluctuations, believe in long-term investing.
Closed the position in the market and book the Loss.
Que.8-Assume that you have already made an investment over the past 5 years with a yearly return of 10%. If you have experienced a loss of 30% this year, and the picture in the global economy remains uncertain, what would you do?
I would sell all investment now.
I would sell part, but not all, of my investment now.
I would take no immediate actions, keeping present investment unchanged.
I would take the profit now , but might be buying investment then in the down market.
- Choose Country -
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