Questionnaire simulation

Last updated on April 28, 2023 (version 2.0)

objective

1. What's your main reason for investing?

Make the most of my savings

Buy a property

Prepare for retirement

Saving for my child(ren)

As my primary source of income today

Other

objective

2. How long are you investing for?

Less than 2 years

Between 2 and 5 years

Between 5 and 7 years

Between 7 and 10 years

Longer than 10 years

risk tolerance

3. A higher return always comes with a higher risk. Which describes you best?

I don't want to take any risk

I prefer taking very little risk at the cost of a lower return

Return and risk are equally important to me

I'd rather take some risk and get a better return

I want to get the potential highest return so I'm willing to take more risk

risk tolerance

4. Imagine you invest €1,000 for 5 years in the following portfolios. Each has a different range of possible outcomes: some can earn a higher return, but at the expense of a potential larger loss. Which do you prefer?

A

B

C

D

E

risk tolerance

5. Imagine that your investments drop by 20%. What do you do?

I see an opportunity to invest more

I leave my investments as they are

I sell part of my investments

I sell all my investments

risk capacity

6. Imagine you lose your income tomorrow. How long will you survive with the money on your savings account?

Longer than 6 months

Between 3 and 6 months

Between 1 and 3 months

Less than a month

financial knowledge and experience

7. How many investments have you made in the last year?

None

Between 1 and 3

More than 3