Beruflich Dokumente
Kultur Dokumente
Quite uneasy.
Accepting of the possible
highs and lows.
Excited by the potential for
gain.
I want my investment to
produce income I need. My
capital should remain
relatively stable.
1
1
5
3
Ch
1
10%
2
30%
20%
40%
Chart Title
1
20%
30%
Very optimistic.
Generally optimistic.
1
2
20%
30%
10% 10%
Sometimes optimistic and
sometimes a bit concerned.
Generally concerned.
Very concerned.
3
1
2
20%
Very optimistic
20%
Sometimes op
sometimes a b
Very concerned
10%
30%
30%
20%
2
30%
10%
2
30%
20%
Transfer my money to a
riskier investment, with
possible higher return, to try
to recoup my losses.
Daring.
2
5
Less than 5%
5% - 10%
11% - 15%
Above 15%
1
1
3
6
Not concerned
Slightly concerned
1
3
Moderately concerned
Highly concerned
Extremely concerned
2
3
1
No experience at all
40%
27%
9%
18%
Daring.
A thoughtful risk
taker.
Careful.
45%
9%
55%
No experience a
10%
40%
9%
27%
20%
Some experienc
40%
Some experience, with
experience investing in unit
trusts, shares, REITs, etc.
I want a spread of
investments in a balanced
portfolio. I am prepared to
accept a negative return once
every 5 to 7 years
20%
30%
Some experienc
experience inve
trusts, shares, R
I want investments t
a low degree of risk.
10%
30%
20%
2
20%
I want a diversified
investment portfolio with an
emphasis on higher returns,
but still maintain a
small number of low risk
investments. I am prepared to
accept a negative return once
every 3 to 5 years.
No experience a
10%
I want a spread of in
in a balanced portfo
prepared to accept a
return once every 5
20%
potential to earn a h
ofreturn. I am prepa
accept a negative re
every 1 to 3 years to
this goal.
All of it.
More than half of it.
Half of it.
Less than half of it.
None of it.
1
3
2
3
1
1
2
4
I own or owned, an
investment property that I
rent out and found it a good
financial experience.
10% 10%
30%
30%
20%
30%
10%
20%
40%
3
2
2
2
1
1
20%
20%
I owned investment
properties in the past but felt
uncomfortable with the risk
of rent not being paid or
unexpected expenses.
Not secure.
Somewhat secure.
Fairly secure.
Very secure
2
3
2
2
1
1
1
5
3
0
1
4
5
30%
C har t Title
Very
un comfo rt abl e
Qu ite u nea s y
.
Acce ptin g of th e po ss ib le
h ighs an d lows.
Ex
cite d by
g ain .
Chart Title
10%
20%
40%
Chart Title
Very optimistic.
Generally optimistic.
Generally concerned.
Very concerned.
0%
20%
Transfer my money to a
more secure investment
option to reduce the risk of
further losses.
Monitor the investment and
wait to see if it improves
before deciding what to do.
Invest more funds to take
advantage of the lower price,
expecting future growth.
Transfer my money to a
riskier investment, with
possible higher return, to try
to recoup my losses.
ng.
A thoughtful risk
taker.
ful.
%
%
Less than 5%
5% - 10%
11% - 15%
Above 15%
10% 10%
30%
30%
20%
No experience at all
Not concerned
Slightly concerned
Moderately concerned
Highly concerned
Extremely concerned
No experience at all
% 10%
All of it.
Half of it.
30%
None of it.
20%
10%
A small amount.
20%
A medium amount.
A large amount of risk.
40%
10%
20%
20%
30%
20%
10%
10%
50%
30%
10%
10%
50%
30%
20%
20%
20%
30%
30%
10%
10%
50%
10%
50%
Not secure.
Somewhat secure.
40%
Fairly secure.
Very secure
erned
oncerned
ly concerned
ncerned
concerned
e with this
an investment
ent out and
financial
ent properties
elt
with the risk of
paid or
enses.
ned an
perty but would
are cash.
ned an
an investment
ent out and
financial
ent properties
elt
with the risk of
paid or
enses.
ned an
perty but would
are cash.
ned an
perty and would
with this
with this
nor disagree
ment.
ee with this
have if I had
ecure.
what secure.
secure.
ecure