Free Finance Investment Portfolio Questionnaire Template
Finance Investment Portfolio Questionnaire
This questionnaire is designed to gather essential information to help tailor your investment portfolio to your specific needs. Please answer the following questions as accurately as possible to ensure the best possible investment strategy for you.
Date: [MM-DD-YYYY]
Investor Profile
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Name: |
[Name] |
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Age: |
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Occupation: |
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Annual Income: |
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Current Assets: |
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Current Liabilities: |
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Investment Experience: |
Investment Objectives
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What are your primary investment goals? |
Retirement |
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What is your investment time? |
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What annual rate of return do you expect from your investments? |
Risk Tolerance Assessment
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How comfortable are you with market fluctuations? |
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If your investments lost 10% of their value in a month, how would you react? |
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Describe your investment behavior during past market downturns: |
Diversification Preferences
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Which asset classes are you interested in investing in? |
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Do you have any sectoral preferences? |
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Are you interested in alternative investments? If yes, please specify |
Income and Liquidity Needs
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What are your current and future income requirements?
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Do you have any upcoming large expenditures?
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Please estimate your short-term and long-term cash flow needs.
