Investor/Trader Profile Questionnaire :

The use of this tool is simple, but for it to be effective you must be honest with yourself.

UB
Answer each question according to the scale, after finishing the questions in the proposed order you must add your score and

CL
check which profile it corresponds to.

T
EN
Investor/Trader Profile Questionnaire Strongly Disagree Somewhat Disagree Neutral Somewhat Agree Strongly Agree

IM
NT
1. I am comfortable taking risks with my
1 2 3 4 5
investments.

SE
N
2. I prefer short-term investments with
OI

quick returns rather than long-term 1 2 3 4 5

TC

investments.
BI
3. I prefer investments with a stable

UB
return over higher risk investments with 5 4 3 2 1

potentially higher returns.

TCL
4. I have experience investing in stocks,
1 2 3 4 5

EN
bonds, or other securities.

IM
5. I prefer to invest in well-established

NT
companies with a proven track record
5 4 3 2 1
rather than startups or emerging

companies.
SE
N
OI

6. I have a good understanding of how

1 2 3 4 5
TC

the stock market works.

BI
7. I prefer to actively manage my

UB
investments rather than using a passive 1 2 3 4 5

approach.

TCL
8. I am willing to invest a significant

EN
portion of my portfolio in one high-risk, 1 2 3 4 5

high-reward investment.

IM
NT
9. I am willing to invest a significant

amount of time researching and 1 2 3 4 5

analyzing potential investments.

SE
N
OI

10. I have a long-term investment

TC

strategy and am willing to stick to it, 1 2 3 4 5

even during periods of market volatility.

BI
Scoring:

● Add up the scores for each question.

B
● A score of 10-20 indicates a conservative investor/trader.

LU
● A score of 21-30 indicates a moderate investor/trader.
● A score of 31-40 indicates an aggressive investor/trader.

TC
EN
IM
NT
SE
N
OI
TC
BI