Investors questionnaire

TIME HORIZON

Select an answer and record the total number of points for each section.

You intend to withdraw money from your investments in: *

Less than 3 years
3-5 years
6-10 years
11 years or more

As you start withdrawing funds from my investments, you intend to spend it in: *

Less than 2 years
2-5 years
6-10 years
11 years or more

RISK TOLERANCE

Your knowledge on investments might be described as follows: *

Nil
Average
Good
Excellent

How much financial risk are you willing to take while investing? *

Take fewer risks than usual. expecting lower-than-average returns
Take average risks in the hopes of getting average returns
Take higher-than-average risks. expecting above-average returns

Choose the investments you currently own or have owned: *

Money market funds or cash investments
Treasury bills/Bonds and/or bond funds
Local stocks and/or stock funds
International securities and/or international funds

Consider this set of events: In the past three months, the overall stock market gets devaluated by 25%. At the same time, one of your individual stock investments lost 25% of its value. What would you do? *

Sell all my investment portfolio
Sell part of my portfolio
Do nothing
Buy more investment

Here is the most likely best-case and worst-case annual returns of five hypothetical investment Which of the possible scenarios do you find most acceptable?

Scenarios

A
B
C
D
E

Average annual return

2.6%

4.1%

5.6%

6.1%

7.2%

Best-case

10.8%

19.2%

27.6%

36.0%

42.5%

Worst-case

-5.1%

-10.6%

-16.4%

-21.7%

-25.8%

Your Contact Details

Full Name *

Email *

Age *

Recaptcha *

By checking the tickbox, you agree to receive emails from Swan Capital Solution. *

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