Investment Questionnaire

If you had $10,000 to invest, what company would you have chosen when we initially recommended it to our clients?

If you had invested $10,000 in June 2012, you would now have $72,251
If you had invested $10,000 in Jan 2015, you would now have $226,903
If you had invested $10,000 in Dec 2019, you would now have $160,669
If you had invested $10,000 in July 2010, you would now have $296,078
If you had invested $10,000 in June 2010, you would now have $221,074

How confident are you with your current retirement plans?
Very confidentConfident but would maybe like more assuranceNot confident and actively looking for optionsVery worried and not sure what to do

Are you looking for a steady pension income stream or securing funds via investing?

Are you already investing in stocks, IPOs, or bonds?

If Yes, what are you investing in?

Do you prefer Short-Term Active Trading or Long-Term Buy-and-Hold Trading?
Short-Term Active TradingBuy-and-Hold Trading

What amount are you comfortable with investing per annum?
$1,000-$10,000$10,000-$50,000$50,000-$$100,000$100,000 +

What kind of portfolio are you most interested in?
Aggressive Portfolio – takes great risk in search of great returnsDefensive Portfolio – smaller returns, focuses on sectors which are resilient in downturnsIncome Portfolio – focusses on shareholder distributions/dividendsSpeculative Portfolio – high risk and high rewards, focusing on IPOs and takeover targetsHybrid Portfolio – a mix of stocks and bonds, diversification across different assets and sectors

What kind of stocks are you more interested in?
Growth Stocks – receive returns from future capital appreciationValue Stocks – stocks trading at a lower price in relation to their fundamentalsDividend Stocks – receive returns in the form of regular dividendsCyclical Stocks – price depends on the business cycle of a specific sectorBlue Chip Stocks – shares in large financial stable industry leadersSpeculative Stocks – companies which have little earnings, volatile and potentially very lucrativePenny Stocks – small company stocks which typically trade at lower than $10

Are you interested in potentially highly lucrative opportunities to invest in early-stage investments, like Start-Ups or IPOs?

What sectors/industries are you most interested in?
Information Technology – the leading sector in the present time, potentially extremely lucrativeEnergy – strong correlation to the price of crude oilMaterials – provide the key materials needed for products we purchaseIndustrials – lots of large-cap companies which usually generate cash flow and stable dividendsConsumer Discretionary – companies people spend their income on, linked to consumer confidenceConsumer Staples – defensive stocks which are generally quite resilient in economic downturnsHealthcare – safe investments and potentially extremely lucrativeFinancials – strong correlation to interest ratesCommunications – companies which rely heavily on recurring revenue and advertisingUtilities –defensive stocks, safe investments, rely heavily on government regulationsReal Estate – good long-term buy-and-hold investments