1 out of 7
What best describes your financial goals for this portfolio?
2 out of 7
You can withdraw capital from the Investment Portfolio at any time. When do you plan to make a withdrawal? (“withdrawal” refers to a large one-off withdrawal of capital, rather than income)
3 out of 7
Investing involves a trade-off between return and risk. Investments with higher returns generally have higher risk (i.e. chance of loss). Investments with lower returns generally have lower risk or chance of loss. Which of the following statements best describes your attitude to risk?
4 out of 7
For many investors, the possibility of losing money is a key concern. How do you feel about investment losses?
6 out of 7
It is often said that your portfolio should not keep you awake at night. This is referred to as the sleep test. By how much could your portfolio fall in value before you would begin to feel uncomfortable:
7 out of 7
For the time period you intend to invest, you: