Asset Allocation: Determine your Risk Profile

Questionnaire

1. When do you need to cash in your portfolio (for retirement, ...)?

Choose your Answer : In less than 1 Year Beyween 1 and 5 year between 5 and 10 years Over 10 year

2. Which part of your portfolio do you plan to sell within the year (to purchase a house,...)?

Choose your Answer : 0% 1% - 10% 11% - 30% 30% - 50% 51% - 75% 76% - 100%

3. Which proportion of your assets are used to cover indispensable expenses or to cover unnecessary (superfluous) expenses?

Choose your Answer :  Exclusively indispensable expenses Mostly indispensible expenses Mostly unnecessary expenses Exclusively unnecessary expenses

4. Which level of loss on your portfolio is for you acceptable?

Choose your Answer :  No losses are acceptable A temporary small loss Not so big as the one on the stock exchange A temporary huge loss is acceptable

5. How do you react if you suffer a temporary 10% loss on your investment?

Choose your Answer :  You cannot sleep anymore You are very worry You find it sad The future will be better