Investment Questionnaire – Broad Portfolio

Build a diversified portfolio across cash, bonds, and equities based on your answers.

Basic Information

Your Age

Investment Time Horizon20 years

1 years40 years

Reaction to a significant market decline:

1 5

1 = Sell immediately, 5 = See it as opportunity

Preference between stability and growth:

1 5

1 = Prefer stability, 5 = Prefer growth

Experience with investment products:

1 5

1 = No experience, 5 = Extensive experience

Need for current income vs. growth:

1 5

1 = Focus on growth, 5 = Focus on income

Investor ProfileAggressive

Risk Score10

Equities90.0%

Fixed Income9.0%

Cash & Equivalents1.0%