2. How many years of investment experience do you have?
3. What is the percentage of your investment portfolio to your total asset?
4. Which would best describe your investment style?
5. Imagine that your average return for investment portfolio was 10% per year within 4 years, due to the financial crisis, your portfolio now lose around half, and full of uncertainty in the coming market, which action will you take?
6.How often do you review the position of your portfolio?
7. Which client’s performance do you prefer as your own portfolio?
Aggressive style investor
As an aggressive style investor, your investment principal investment objective is targeting rapid capital growth with certain short-term risk, suggested that you should choose a portfolio that sustains short-term volatility for long-term capital growth, for example, follow the short-run market trend or invest in high risk securities such as callable bull/bear contract or warrant.
Balanced style investor
As a balanced style investor, your principal investment objective is achieving capital growth without excessive volatility, suggested that you should choose a portfolio that emphasizes achieving capital growth over a longer term with moderate income flow, for example, invest in stocks containing middle or long-term investment value.
Conservative style investor
As a conservative investor, your principal investment objective is keeping capital but consistent income growth, suggested that you should choose a portfolio that emphasizes capital preservation with predictable income flow with low risk level, for example, invest in stocks containing long-term investment value.