Get to know your investment disposition

1.What is your investment target?

A. Vacation / New car acquisition   0 points
B. Property acquisition   0 points
C. Children education   1 points
D. Retirement Saving / Income   10 points
E. Inheritance   10 points

2.When would be your retirement?

A. To retire in 5 years   0 points
B. 5 to 7 years   0 points
C. 8 to 10 years   2 points
D. 11 to 14 years   8 points
E. Above 15 years   10 points

3.In 5 years,how much would you withdraw from this investment?


A. At least 30%   20 points
B. 31% to 50%   16 points
C. 51% to 70%   8 points
D. More than 70%   0 points

4.For how long would you hold this investment to withdraw the most part of this amount?

A. in 5 years   0 points
B. 5 to 10 years   0 points
C. 11 to 19years   18 points
D. Above 20 years   30 points

5.Would you accept a higher risk to have possibility of getting higher returns?

A. Yes   30 points
B. Considerable   24 points
C. Depends on situation   18 points
D. Not considerable   12 points
E. No   6 points

6.「I do not care about my investment daily evaluation」Do you agree?

A. Very much   10 points
B. Yes   8 points
C. Basically   6 points
D. Not that much   4 points
E. No way   2 points

7.「Investment loss is only short-term phenomenon。 I think maintaining the investment , the return will be recovered。」Do you agree?


A. Very much   20 points
B. Acceptable   16 points
C. Inclined to agree   12 points
D. Inclined not to agree   8 points
E. Certainly not   4 points

8.If market price drops suddenly,would you keep these necessary investment items?

A. Certainly will   10 points
B. Probably yes   8 points
C. Not sure   6 points
D. probably not   4 points
E. Certainly not   2 points

9.In which investment direction would you agree with? As your nowadays situation?

A.  I hope to make a steady investment, to get fixed interest also profit from stocks,
with reduced loss risk。 4 points
B. I hope to have an investment composition, which has fixed return also profits from stock market, which can grow,in balance。 10 points
C. I hope to get returns from investment composition, but focusing on growth。 16 points
D. I invest for long-term growth purpose。 20 points

10.Your age is:

A. under 35 years old   20 points
B. 35 to 44 years old   20  points
C. 45 to 54 years old   12 points
D. 55 to 64 years old    4 points
E. above 65 years old   0 points

11. Your sex:

A. Male   10 points
B. Female   2 points

12.What’s your family annual total income?

A. lower than 30000   2 points
B. 30000 to 60000   4 points
C. 61000 to 90000   6 points
D. 91000 to 120000   8 points
E. over than 120000    10 points

13.Do you have sense of security about your futures income (like employment salary or retirement pension)?

A. Absolutely   10 points
B. considerably yes   8 points
C. Not sure   6 points
D. considerably not   0 points
E. Certainly not   0 points

14.Is your investment goal to reduce your personal income tax?

A. Absolutely not    2 points
B. Didn’t think about it   4 points
C. That’s a small part of goal   6  points
D. That’s the most part of goal   8 points
E. That is the main goal   10 points

Summarize your score,and check which is your investment disposition:
Under 95 points
96-125 points
126-140 points
141-160 points
above l61 points