Get ready to uncover your unique investment style with the Juniper 5-minute Sense and Sensibility Investment Personality Quiz. We hope to identify your investment style and recommend a custom-target asset mix for you:
1) I believe there are “Big Opportunities” in Sri Lanka.
Agree (0) Neutral (5) Disagree (10) Score:…….
2) Giving your dependents a “better life” means giving them knowledge/ education, a home and start-up money, and or a monthly income.
Agree (0) Neutral (5) Disagree (10) Score:…….
3) My current investments will not burden my dependents but leave a legacy behind.
Agree (0) Neutral (5) Disagree (10) Score:…….
4) My current take-home income is sufficient to cover my dependents’ basic needs, their entertainment, my retirement and live a ‘purposeful life’.
Agree (0) Neutral (5) Disagree (10) Score:…….
5) In my opinion, debt is a crucial tool and I am not anxious about leveraging it.
Agree (0) Neutral (5) Disagree (10) Score:…….
6) The time and effort I put into my current investments are giving me fair or justifiable net returns.
Agree (0) Neutral (5) Disagree (10) Score:…….
7) My dependents have a sound knowledge of my investments and they will know how to continue to grow and sustain with or without me.
Agree (0) Neutral (5) Disagree (10) Score:…….
8) My current investments are not vulnerable to any policy changes.
Agree (0) Neutral (5) Disagree (10) Score:…….
9) I am confident of the returns on the investments I have made for the next five years.
Agree (0) Neutral (5) Disagree (10) Score:…….
10) Regarding investing, I like to stick to less-risk, proven, and ‘fundamental’ investment options.
Agree (0) Neutral (5) Disagree (10) Score:…….
11) Making financial decisions stresses me out.
Agree (0) Neutral (5) Disagree (10) Score:…….
12) When I have to make a big financial decision, I need to talk it through.
Agree (0) Neutral (5) Disagree (10) Score:…….
13) I will never have enough money to feel totally secure.
Agree (0) Neutral (5) Disagree (10) Score:…….
14) I believe I have enough savings to be an emergency fund.
Agree (0) Neutral (5) Disagree (10) Score:…….
15) I am willing to risk money for the chance of earning more money in the long term.
Agree (0) Neutral (5) Disagree (10) Score:…….
16) It makes me feel good to donate money to charity.
Agree (0) Neutral (5) Disagree (10) Score:…….
17) I read local and international financial news and journals.
Agree (0) Neutral (5) Disagree (10) Score:…….
18) I prefer words over numbers.
Agree (0) Neutral (5) Disagree (10) Score:…….
19) When the stock market drops, I get anxious.
Agree (0) Neutral (5) Disagree (10) Score:…….
20) I enjoy managing and growing money.
Agree (0) Neutral (5) Disagree (10) Score:…….
What’s your total score?
0-50: Cautious
51-149: Analyst
150-200: Optimist
Optimist: You seek growth because you sincerely believe everything will turn out well in the long run. Since you believe you can be successful, you are more likely to try new/challenging endeavours. When negative things occur such as significant fluctuations and or policy changes over the short-term, you can withstand it by knowing that brighter days are on the way.
Analyst: You seek capital appreciation and some growth in the investments you do, and you wish those investments can withstand moderate “predictable” fluctuations.
Cautious: You want to minimize fluctuations as you respond strongly to ups and downs in the market and your life. You analyze the “what ifs” and you are concerned about continuity, sustainability and risk. After all, no one knows for sure what the future holds.
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