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Investor profile questionnaire - Coggle Diagram
Investor profile questionnaire
Find a suitable investment strategy
Time horizon
When will you begin withdrawing money from your account and at what rate?
Risk tolerance
How do you feel about risk?
How to make a choice
Inverstor quiz
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Time horizon
Investor profile
Investor Strategy
Risk tolerance
Investment Strategy
Conservative
allocation
who seek current income and stability and are less concerned about growth.
Moderately
conservative
current income and stability, with modest potential for increase in the value of their investments
Moderate
allocation
long-term investors who don’t need current income and want some growth potential
Moderately
aggressive
long-term investors who want good growth potential and don’t need current income
Aggressive
allocation
long-term investors who want high growth potential and don’t need current income.