Investor Profile (Ativa)
How old are you?
Under 30
31 to 45
46 to 55
56 to 65
Over 65
When will you need your money?
Less than 2 years
2 to 5 years
6 to 10 years
10 to 15 years
Over 15 years
What is your total family income?
Under $25,000
$25,001 to $50,000
$50,001 to $85,000
$85,001 to $125,000
Over $125,000
What is your net worth?
Under $50,000
$50,001 to $100,000
$100,001 to $250,000
$250,001 to $500,000
Over $500,000
If my portfolio goes down in value, I change my investment strategy.
Strongly agree
Agree
More or less agree
Disagree
Strongly disagree
I would rather keep my investments safe and intact instead of staying ahead of inflation.
Strongly agree
Agree
More or less agree
Disagree
Strongly disagree
Which $10,000 investment would you choose given the range of returns after 1 year?
+2% to +5% ($10,200 to $10,500)
-5% to +10% ($9,500 to $11,000)
-15% to +20% ($8,500 to $12,000)
-20% to +30% ($8,000 to $13,000)
-25% to +40% ($7,500 to $14,000)
The ups and downs of the stock market keep me up at night.
Strongly agree
Agree
More or less agree
Disagree
Strongly disagree
I think GICs and Term Deposits are the best long term investments.
Strongly agree
Agree
More or less agree
Disagree
Strongly disagree
I manage my investments with a well-defined goals and a written financial plan.
Strongly agree
Agree
More or less agree
Disagree
Strongly disagree
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