Questionnaire | Discover Your Investment Personality

1.I only put a small portion of my net worth into any single investment.

1-10
11-25
26-50
51-100
more than 100
I don't know

2.When you put in an order, do you put in a stop-loss order at the same time?

Yes
No
Sometimes

3.Will you -- regularly or occasionally -- take short positions?

4.What factors determine wether you will make an investment (check all that apply):

The market’s trend
Investor psychology
Investor sentiment
Economic outlook
Annual and quarterly reports, company announcements, SEC filings, and the like
My own evaluations of factors like quality of the company’s management, the company’s competitive environment, its pricing policies and margins, sales forecasts, and so on
My investment system — without reference to such factors
Other factors

5.Do you ever use some form of technical analysis?

If yes:

Primarily
As one of a number of tools

6.I usually put no more than a small percentage (for example, less than 10%) of my portfolio in any single investment.

7.I will sometimes use futures, options, warrants or other derivatives.

If yes:

To hedge part of all my portfolio — to lock in profits or as 'insurance' against some unexpected event

To gain leverage on a stock when I think something is about to happen

For 'butterfly' or similar spread strategies on options or futures

As part of my investment system

Other

8.When I’m on vacation, I regulary check the prices and keep up to date on the progress of my investments.

9.I spend a fair amount of time investigating before I ever place an order with my broker.

10.My style of investing means that sometimes I have to be up at odd hours of the night.

11.If you’d bought stock Widgets Inc at $2 per share and it’s now $1 per share what would you do?

Average down
My stop-loss took me out automatically
Wait till it gets back to $2 before selling out
I already sold at $1.80
I already sold at $1.80 and went short
I don’t want to think about it
I’m still trying to figure out what I’m going to do
Maybe I’ll sell at $1.10
I thought it was a bargain at $2, so at $1 I’m scooping it up with both hands

12.How many different positions usually make up half your portfolio?

1-5
6-10
11-25
26-50
more than 50
I don’t know

13.I follow a mechanical or computerized trading system.

14.I follow strict money management rules to limit the risk of any single investment to the total value of my portfolio.

15.I’m actively in the market, buying ir selling...

Everyday
Several times a week
Several times a month
Every month or so
Several times a year
Only occasionally

16.I always close out some (or all) of my positions before I go on vacation.

17.I feel I understand the laws of probability and am comfortable applying them when I need to.

18.My style of investing usually means there can be a fairly long time (i.e, a month or so...or something longer) between one investment

19.I’m happy to put a large portion of my portfolio — a quarter or so and sometimes even more — into a single investment.

20.I’m willing to take a position based on incomplete information...sometimes even 'gut feeling' or 'instinct'

21.I will take a large number of positions from within a narrowly defined class of investments.

22.When making decisions, I tend to procrastinate more often than not.

23.Which statements best describe you (check all that apply):

When I’m hot, I’m in tune with the markets.
I pay more attention to the probabilities than to any particular investment.
If I only got a handful of good investment idead per year, I might no be happy but I could live with it

24.When I take a position I normally expect to hold it for...

A few days or less
A month or two
6-12 months
2-5 years
More than 5 years
Indefinitely
Until I’m stopped out
I don’t know

25.I expect to lose money a given percentage of the positions I take (e.g., 3 out of 7, 6 out of 10, or some other expected ratio).

26.I make the same kind of investment over and over again.

Your Investment Personality Profile is almost ready to be sent to you.

If you’re happy with your answers, just complete the information below.

* First Name(s)
* Last Name
* Email
* Retype Email
* Country

PS. Just in case you're wondering, none of the information you provide will ever be released to any third party for any reason whatsoever.

If you have any comments, compliments -- or brickbats -- I'd love to hear them. Just email marktier@marktier.com

Best regards,

Please wait while validating this form...

There was an error with your submission.

We respect your email privacy