1. Personal & Contact Information Name * Phone Number * Email * Age * Potential Investment Capacity * Gender (choose one) * Male Female Non-binary Prefer not to say Education Level High School or below Bachelor’s Degree Master’s Degree Doctorate (PhD, etc.) Other: Employment Status (choose one) Employed (Full-time) Employed (Part-time) Self-employed Retired Unemployed 2. Investment Profile & Risk Tolerance Investment Experience in Financial Markets Less than 1 year 1–3 years 3–5 years More than 5 years Asset Classes Currently Invested In (select all that apply) Stocks (Equities) Bonds / Fixed Income Securities Mutual Funds Exchange-Traded Funds (ETFs) Cryptocurrencies Real Estate Commodities (e.g., gold, oil, silver) Other Specify: Reaction to a 10% Drop in Portfolio Value Sell immediately to avoid further losses Wait and observe before making a decision Buy more, seeing it as an opportunity Primary Investment Goal Capital preservation (safety first) Steady income (dividends, interest) Capital growth (long-term appreciation) High-risk, high-reward speculation Proportion of Total Savings Invested Less than 10% 10%–25% 25%–50% More than 50% Willingness to Take Higher Risks for Greater Returns Yes, I am comfortable with high risks Maybe, but within limits No, I prefer stable and predictable returns Portfolio Review Frequency Daily Weekly Monthly Rarely Ever Used Borrowed Funds (Leverage or Margin)? Yes No Seek Professional / External Advice Prior to Decisions? Yes, always Occasionally No, I make decisions independently Use Digital Tools or Robo-Advisory Platforms? Yes, always Occasionally No, I make decisions independently 3. Behavioral Assessment (Yes / No & Explain) 1. The possibility of high returns encourages me to take higher investment risks. Yes No 2. I believe my investment judgment is more accurate than that of most other investors. Yes No 3. I feel confident making investment decisions without consulting additional sources of information or advice. Yes No 4. I believe my investment approach performs better than that of the average investor. Yes No 5. I trust my intuition over statistical data when deciding which stocks to buy or sell. Yes No 6. The investment choices of my friends or colleagues influence the stocks I invest in. Yes No 7. I tend to invest in stocks that attract significant attention from other investors. Yes No 8. I may invest based on market trends even if I am uncertain about a stock’s fundamentals. Yes No 9. I pay close attention to the investment decisions of other investors when making my own investment choices. Yes No 10. I find it difficult to sell a stock that has dropped in value, hoping that it will eventually rebound. Yes No 11. Even when a stock is underperforming, I hold onto it because I believe it will recover. Yes No 12. I often sell my profitable stocks quickly to lock in gains, even if I feel there is potential for further growth. Yes No 13. I feel regret when I hold on to a losing investment for too long, even if it means missing other opportunities. Yes No 14. I expect companies that performed well in the past to continue performing well in the future. Yes No 15. I tend to evaluate a new stock based on its resemblance to other well-performing companies. Yes No 16. Recent trends in a company’s performance heavily influence my investment decisions. Yes No 17. I tend to believe that well-known companies are more likely to deliver strong future returns. Yes No 18. I consider a stock’s past price highs and lows when predicting its future performance. Yes No 19. I often use the purchase price of a stock as a reference point when deciding whether to sell it. Yes No 20. My first estimate of a stock’s value strongly influences my later judgments about it. Yes No 21. I establish a target price for a stock that influences my selling decision regardless of market fluctuations. Yes No 22. I find it difficult to admit that one of my investment decisions was a mistake. Yes No 23. Even when I receive negative feedback about a stock I own, I disregard it to avoid feeling uncertain. Yes No 24. I find it difficult to sell a stock when it is trading below my purchase price. Yes No 25. I resist changing my investment strategy, even when evidence suggests that a new approach might be better. Yes No 26. I treat money allocated for investments differently from the money I use for everyday expenses. Yes No 27. I allocate my investments into separate categories based on specific financial goals. Yes No 28. I assign different risk levels to money coming from various sources (e.g., salary vs. windfall) when investing. Yes No 29. I believe that money allocated for gains should be managed differently than money allocated for risky investments. Yes No Submit Assessment
