Investor Assessment

What is your full name? *

What is your date of birth? *

What is your current occupation? *

What is your annual income? *

What is your current savings or investment portfolio's value? *

What is your highest level of education? *

How would you rate your overall investment knowledge and experience? *

Novice

Intermediate

Advanced

Expert

How comfortable are you with the possibility of losing some or all of your investment in exchange for potentially higher returns? *

How do you perceive the current economic and market conditions? *

How would you react if your investment portfolio lost 10% of it's value in a short period? *

Invest more aggressively to try and recoup losses

Stay the course and stick to my investment plan

Sell some or all investments to minimize further losses

What is your primary investment objective?

Capital preservation (minimize risk of loss)

Balanced growth (moderate risk with potential for moderate returns)

Aggressive growth (willing to accept higher risk for potentially higher returns)

When do you anticipate needing the funds for your downpayment? *

Less than 2 years

2-5 years

5-10 years

More than 10 years

How flexible is your investment timeline?

Very flexible (able to adjust based on market conditions)

Somewhat flexible (can adjust within a few months or a year)

Not very flexible (need funds by a specific date)

What is your target down payment amount for your future home purchase? *

How much have you already saved toward your down payment goal? *

How much are you able to contribute to your down payment savings on a monthly basis? *

Have you ever invested in stocks or mutual funds? *

Yes

No

Have you invested in the past? If so, please describe your experience. *

How familiar are you with different types of investment products (stocks, bonds, mutual funds, ETFs, etc.)? *

How comfortable are you with managing your own investment portfolio? *

Are you familiar with concepts like asset allocation, diversification, and risk management? *

Do you have any specific investment preferences or restrictions (e.g., ethical investing, avoiding certain industries)? *

Are there any financial goals or milestones you're currently working toward besides saving for a down payment? *

What is your estimated annual income? *

How much are you willing to invest in the next year? *