Personal Investment Profile

8 Questions

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Investment Quizzes & Trivia

Dear SBC UserThrough this short questionnaire you will be able to better understand what your investment style is and to optimize accordingly the management of your portfolio. Please, feel free to contact us for any question you might have, we will be glad to support you for a deeper analysis or for any advice you would need. Best regards,Generation Alfa Research Team


Questions and Answers
  • 1. 
    My portfolio has to be invested according the Sharia rules
    • A. 

      Yes

    • B. 

      No

  • 2. 
    What is you understanding of investments and financial markets?
    • A. 

      My job, my studies or my investment experiences, equip me with a good understanding of financial issues and asset classes. I take independently the investment decisions on my portfolio.

    • B. 

      I have a reasonable understanding. I regularly read the finance section of the newspapers or magazines. I take financial decisions with the support of an advisor.

    • C. 

      I have some understanding but it’s incomplete therefore I delegate the investment decisions to a third party (Banks or asset managers). Nevertheless I like to be involved in the investment process.

    • D. 

      I have very little understanding. I don’t have the time to consecrate some attention to finance and I devolve all the investment decisions whishing only to be updated on a regular basis.

  • 3. 
    When I invest my money, my primary goal is to:
    • A. 

      Preserve the value of my investments.

    • B. 

      Emphasize current income. My investments should be relatively safe.

    • C. 

      Generate current income. However, I would also like the value of my investments to grow somewhat over time.

    • D. 

      Have the value of my investments grow over time. However, I would also like to generate some current income.

    • E. 

      Have the value of my investments grow substantially over time. I do not need to generate current income.

  • 4. 
    Investments in which the principal is very safe, sometimes earn less than the inflation rate. This may result in the loss of purchasing power. With respect to your investment objectives, which of the following is most true?
    • A. 

      My investments should be safe, even if it means my returns do not keep up with inflation.

    • B. 

      My investments may grow at about the same rate as inflation over time.

    • C. 

      It is important that my investments grow somewhat faster than inflation.

    • D. 

      My investments should grow much faster than inflation.

  • 5. 
    The risk I’m willing to accept for my investments is:
    • A. 

      I want to minimize the risk of my investments losing value.

    • B. 

      My investments should be relatively safe.

    • C. 

      I am willing to expose my investments to a moderate level of risk.

    • D. 

      I am willing to expose my investments to a fair level of risk.

    • E. 

      I am willing to expose my investments to a considerable level of risk.

  • 6. 
    Currently, my attitude to loss is such that I would change my investment strategy to reduce the level of risk if my investments lost ____% in value in any one-year period.
    • A. 

      Minimal loss

    • B. 

      (5%) to (10%)

    • C. 

      (10%) to (15%)

    • D. 

      (15%) to (20%)

    • E. 

      (20%) or more

  • 7. 
    Consider two different investments: Investment A, which provides an average annual return of 5%, and Investment B, which provides an average annual return of 10%. How would you divide your investment?
    • A. 

      100% in Investment A and 0% in Investment B.

    • B. 

      80% in Investment A and 20% in Investment B.

    • C. 

      50% in Investment A and 50% in Investment B.

    • D. 

      20% in Investment A and 80% in Investment B.

    • E. 

      0% in Investment A and 100% in Investment B.

  • 8. 
    If you could choose only one of the five portfolios characterized to the right, which would you select?
    • A. 

      Portfolio A

    • B. 

      Portfolio B

    • C. 

      Portfolio C

    • D. 

      Portfolio D

    • E. 

      Portfolio E