Personal investment goals Build up wealth for my own retirementComponent of my own retirement provisionsBuild up wealth for acquisitions/investmentsProvision for the future for children/grandchildrenLong-term capital appreciationShort-term capital appreciationTax optimisation of my income
Personal investment strategy Security-oriented = Security and the preservation of capital are the focus of my investment decisions. I expect the attainment of a customary market yield. My investment horizon amounts to 3 years.Growth-oriented = I combine my high earnings expectations with a high willingness to take risks. Portfolio price fluctuations of up to 10-15% do not worry me. My investment horizon amounts to 10 years.Opportunity-oriented = I combine my very high earnings expectations with a very high willingness to take risks. Temporary price fluctuations of around 20-30% are possible. My investment horizon amounts to 10 years and longer.
Are there shares in my portfolio that show large losses? Have no shares with more than 15% loss.Have shares with more than 15% loss.Have shares with more than 30% loss.
Do I have sufficient liquid reserves in my portfolio to be able to react to special situations? YesNo
Am I satisfied with my performance to date? Yes, I am very satisfied.I am somewhat satisfied.No, I am not at all satisfied.
How is the service of my custodian bank? Very good, since I receive individual and personal care.Satisfactory, since it is correct despite little contact.Insufficient, since there is no active care.
Do you mostly receive "buy" recommendations from your bank or also "sell" and hedging recommendations? Receive only buy recommendations.Receive buy and sell recommendations also displayed as individual strategies.Receive buy and sell recommendations as well as proposals for portfolio hedging.
Is my portfolio also prepared for a crash? YesNoI can't judge.
Is my portfolio solely geared to rising prices or can I also benefit from falling prices? Only benefit from rising prices.Benefit from rising and falling prices.
Are my investments protected by loss limitations and optimised by means of profit-taking? Have a loss limitation.Have profit-taking.Have a loss limitation and profit-taking.Have neither loss limitation nor profit-taking.
How do I make my investment decisions? Emotionally, based on what I've heard and read.Systematically, based on a clear strategy.My bank or my advisor makes my investment decisions.
Do I trade more for the long term or the short term? Most of the time I hold on fast to securities I've purchased, even if they fall from time to time.I react even to the smallest changes in prices by either selling or realising the gain.Don't have the time to constantly concern myself with the share prices.
Do I also benefit from special conditions at my bank? YesNo
At what rate do my cash funds (account balance) yield a return? Receive only 1% interest.Receive 2% interest.Receive more than 3% interest.
How often is my portfolio subjected to a check with regard to tax optimisation and provisions planning? Once yearlyAt irregular intervalsNever up to now
Do you use the strategic exploitation of all asset classes (e.g. shares, bonds and debentures, commodities, foreign exchange etc.) in order to create a balanced diversification of your portfolio? YesNo
What is your stance on the topic of tax burdens? Doesn't interest me.I tend to be more easy-going.Interests me.
Have you already worked through the topics of inheritance and successor planning? Doesn't interest me.YesNo
Portfolio: Upload your Portfolio PDF
© 2019 Finanz Konzept AG.