Value%20Line%20-%20Investor%20Profile

Value%20Line%20-%20Investor%20Profile - Investor Profile...

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Investor Profile Questionnaire
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For many investors, determining risk tolerance levels and investment time frames is the most difficult component of the asset allocation process. The following worksheet is designed to assist you in identifying your invest- ment profile. For the results of this survey to be meaningful, you must respond to every question. For each of the following groups of three statements, check the box next to the number of the statement that most closely reflects your financial situa- tion and/or investment philosophy: (Questions A through C refer to your investment philosophy.) A. G 1) “One can’t be too careful.” G 2) “When in doubt, err on the side of caution.” G 3) “Nothing ventured, nothing gained.” B. G 1) “Put safety first. Stick with risk-free investments.” G 2) “Don’t put all your eggs in just a few baskets. Diversification is very important.” G 3) “Go with your strong suit. Emphasize your strengths. Put most of your money into your best investment ideas.” C. G 1) “Live for today. The future will take care of itself.” G 2) “I need to begin thinking about the future.” G 3) “If you save for a rainy day, you’ll never get wet. Plan for the seemingly distant future today.” (Questions D through J refer to your own investments.) D. G 1) Receiving income on a regular basis is more important than growth of principal. G 2) Both income and growth are equally important. G 3) Growth is more important than current income. E. G 1) I usually stick to the most conservative investments. G 2) Most of my investments are conservative, but I like to have a few aggressive investments in order to achieve some growth. G 3) Most of my money is invested for long-term growth. VALUE LINE MUTUAL FUND SURVEY INVESTOR PROFILE QUESTIONNAIRE
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F. G 1) Preserving at least 90% of the value of my investments at all times is more important than growth potential. G 2) Capital preservation is important, but growth is equally important. G 3) I believe in growth investing. I will risk 30% or more of my current capital in prudent investments in order to achieve good growth. G. Someone whose opinion you respect told you the time was right to risk the loss of more of your principal in order to have the potential to realize substantially higher returns. You would: G 1) refuse to take any more risk. G 2) increase your risk a little bit. G 3) increase your risk by a substantial amount. H. If you won a contest and had a choice of receiving three alternative prizes (assume that there were no tax consequences): G 1) I would receive $5,000 in a lump sum today. G 2) I would receive $2,000 per year for the next five years. G 3) I would receive $25,000 in a lump sum 10 years from now. I. If a catastrophe were to demand $20,000 from you unexpectedly: G 1) I would have to liquidate virtually all of my investments.
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Value%20Line%20-%20Investor%20Profile - Investor Profile...

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