The Financial Vines

1. What is your primary investment goal?

Capital growth

Regular income

Wealth preservation

Speculative gains

2. How would you describe your risk tolerance?

Very low

Low to moderate

Moderate to high

Very high

3. How do you feel about market volatility?

Extremely uncomfortable

Somewhat uncomfortable

Neutral

Comfortable

4. What is your investment horizon?

Short-term (1-3 years)

Medium-term (3-5 years)

Long-term (5-10 years)

Very long-term (10+ years)

5. How closely do you follow financial news?

Not at all

Occasionally

Regularly

Very closely

6. How would you describe your investment knowledge?

Limited

Basic

Intermediate

Advanced

7. How do you view inflation?

Major concern

Moderate concern

Mild concern

Not a concern

8. How important is liquidity to you?

Extremely important

Important

Somewhat important

Not important

9. How would you react to a sudden market downturn?

Panic and sell

Monitor and consider selling

Hold and wait

Buy more

10. How much time will you spend managing investments?

Minimal

Few hours/month

Regularly

Daily

11. Debt for investing?

Uncomfortable

Cautiously open

Neutral

Comfortable

12. Income stability

Highly stable

Moderately stable

Somewhat unstable

Highly unstable

13. Diversification

Very important

Moderately important

Not a priority

Depends on markets

14. Active vs passive

Prefer active

Both are fine

Prefer passive

Not sure

15. If you face a big loss

Panic and sell

Consider selling some

Hold and wait

Buy more

16. Emerging markets

Very interested

Somewhat interested

Neutral

Not interested

17. Strategy style

Conservative

Balanced

Growth

Aggressive

18. Personal preference

More Equity

More Debt

More Hybrid

High Risk–High Return

The Financial Vines

Asset Allocator

Psychographic Profile