How concerned are you about fluctuations in your investment capital?
Choose the portfolio in the diagram above that reflects your comfort level relative to variability.
Which statement best describes your spending behaviour?
Over your lifetime what impact do you feel inflation will have on your capital?
Which statement best describes your motivation for investing?
How interested are you in trying to catch short-term trends versus adopting a long term buy and hold strategy?
What is your attitude towards investment risk?
How much emergency capital do you have in the event that you become unemployed?
Which portfolio below best illustrates your preferred investment strategy
In the event of a sharp market correction that affects your portfolio, what would you do?
What is your investment time horizon?
