My Investor Risk Profile

For Philequity Use Only
Your Total Score is: 57
Your Risk Profile is: Balanced (Medium)


This is the score I got when I tried their Investor Risk Profiler…
Just so I can know what type of investor my personality suits…
You can also avail of this,,,just go to Philequity website. Below are the questionnaires you have to answer.



Investor Risk Profiling Results
Name:

1. What is your age?

20 – 35
36 - 50
51 - 65
> 65

2. What is your occupation?

Employee
Entrepreneur
Private Income
Retiree

3. Of your total liquid assets, what percentage does the amount you plan on investing represent?

<> 75%

4. When you invest money, what is your primary goal?

Preserve the value of my investments. I want to minimize the risk of investments losing value.

Generate regular cash inflows. However, I would also like to build the value of my investments gradually over time, as a secondary objective.

Have the value of my investments grow over time. However, I would also like to generate some regular cash inflows, as a secondary objective.

Have the value of my investments grow substantially over time. I do not need to generate regular cash inflows.

5. When is the earliest you anticipate needing all or a substantial portion of your investment assets?

<> 5 years

6. In the past, which of the following products or instruments have you invested in (select all)?

Time Deposits

Money Market funds

Peso government securities

Peso corporate bonds

Peso bond UITFs or mutual funds

Dollar government or corporate bonds

Dollar bond UITFs or mutual funds

Stocks

Equity UITFs

Derivatives


7. With how much investment volatility (fluctuations in the value of your investment) are you comfortable?

As little as possible. I want to focus on current income and stability of value even if it means that my total returns are relatively small.

Some. I am willing to accept occasional losses in value as long as my investments have some potential for growth over time.

Moderate. I am willing to take moderate risk as long as my investments have a greater potential for growth over time.

A considerable amount. I am willing to take substantial risk in pursuit of higher total returns.

8. How large a drop in the value of your investment portfolio (unrealized or paper loss) would you be prepared to see before you start feeling very uncomfortable?

<> 75%

Thank you for taking the time out to answer this questionnaire. The information you provided will be treated with the utmost confidentiality.

August 03, 2010
Customer Signature Over Printed Name Date


Your Total Score is: 57
Your Risk Profile is: Balanced (Medium)


For Philequity Use Only
Total Score: 57 Equivalent Risk Profile: Low Med High

Existing Client: Yes No

Referred by: ________________
BDO: ________________