Q1: What is your biggest fear when it comes to investing?
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A) Losing a significant portion of my capital
B) Missing out on opportunities others are catching
C) Not understanding what I'm actually investing in
D) Making decisions I'll regret later
E) Being dependent on others for financial advice
Q2: When an investment drops 15-20%, what do you typically do?
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A) Sell immediately to prevent further losses
B) Hold and hope it recovers
C) Buy more if I still believe in it
D) Panic and avoid looking at my portfolio
E) Review my original thesis and decide based on whether it still holds
Q3: What's your investment time horizon?
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A) Less than 1 year
B) 1-3 years
C) 3-5 years
D) 5-10 years
E) 10+ years
Q4: How do you typically decide what to invest in?
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A) Tips from friends, family, or social media
B) Financial advisor recommendations
C) News and trending stocks
D) A defined process I follow consistently
Q5: How confident do you feel about understanding market movements?
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A) Not confident at all - markets feel random to me
B) Somewhat confident - I understand basics but get confused by volatility
C) Moderately confident - I can follow trends but struggle with timing
D) Very confident - I have a clear framework for interpreting markets
Q6: How do you determine how much to invest in a single position?
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A) I don't have a specific method
B) I invest equal amounts in everything
C) Based on how confident I feel about the investment
D) I have a defined position sizing framework
Q7: What best describes your current investment approach?
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A) I mostly save in fixed deposits or low-risk instruments
B) I invest but react to market news and emotions
C) I have some strategy, but it's not consistent
D) I have a systematic approach I'm confident in
Q8: How much are you looking to actively manage?
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A) Less than $25,000
B) $25,000 - $50,000
C) $50,000 - $100,000
D) $100,000+
Q9: What asset classes are you most comfortable with?
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A) Equities
B) Bonds
C) Commodities
D) Option A&B
E) Option A,B & C
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