Investment personality questionnaire       (Page 1 of 5)

  
 

  1  

 My favourite source(s) of investment advice is (if you choose more than one answer, rank in order with 1 being the most important):

TV/radio Books Investment website    Family or friends
Professional financial
advisors   		 Magazines or
newspapers   		 Stock message board
on the Internet   
 

  2  
On average, I spend about ____ on investing activities:
 

  3  
I make most of my investment decisions:
 

  4  

 I own (or have owned) the following investments (rank in order all that apply, with 1 being the category that makes up the majority of your portfolio):

Individual stocks Bonds Mutual funds    Real estate (excluding your home)
Annuities Futures or options Guaranteed Investment
Certificates		 Segregated funds
 

  5  

 During the past year, have you sent for either a mutual fund prospectus or a financial package on an individual company? (check all that apply):

Yes, I have sent for either a mutual fund prospectus or a financial package.
I have also read the information I received.
I have not sent for a mutual fund prospectus or financial package.
 

  6  

 I subscribe to the following (check all that apply):

Investment newsletter(s) Business magazine(s) (e.g., Canadian Business) Online service(s)(e.g., TheStreet.com)  Business newspaper(s) (e.g., Financial Post, Ottawa Business Journal)
Popular financial magazine(s) (e.g., IE:MONEY)  Seminar(s) None of the above       
 

  7  
I tend to sell investments because:
 

  8  

 If I were on a game show, I could answer the following questions (Check all that you could answer):

What is a bull market? What does ROE mean?    What is a fund management fee?
What is the S&P/TSX Composite Index?    What is a growth-and-income fund? None of the above  
 

  9  
I prefer to make investment transactions:
 

  10  
I characterize my investing style as:
 
 
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