Stock Doctor share market investor profiler

What is the main objective you are wanting to achieve from investing?

To generate the highest level of income.
To receive both income and some growth in asset value.
To generate growth in asset value.
I have no particular objectives.

If you had a preference, which would you prefer?

Asset growth.
An income distribution.

Share price volatility

Which statement best reflects your attitude to the idea of share prices going up and down?

Sensitive - I don’t want to see the share prices of my stocks deviate too greatly from their trajectory even if I underperform (High aversion).
Somewhat sensitive - I prefer not to see the share prices of my stocks deviate too wildly from their trajectory (High / Medium aversion).
Accepting - I accept that volatility in share prices are a part of successful share investing (Medium aversion).
Somewhat comfortable - I accept some greater volatility in the share prices of my stocks as I'm focused on achieving capital growth (Medium / Low aversion).
Very comfortable - I am very comfortable to take on extra volatility in the share prices of my stocks as I am looking to maximise my gains over the longer term (Low aversion).

Portfolio risk

Which statement best reflects your attitude to the way you want your portfolio to act relative to the broader market performance?

I want to reduce portfolio risk as much as I can, acknowledging that I sacrifice potential upside for more predictable returns from the portfolio.
I want to ensure that my portfolio does not deviate too wildly from the market.
I pay no consideration to portfolio risk. I just want the best companies suited to my objectives.

Are you currently managing your own SMSF?

Yes.
No, but I intend to start one.
No, I have no current intention of starting one.

How would you rate your share market knowledge?

Strong.
Satisfactory.
Developing.
Little to none.

How do you feel about this statement - "I am currently on track to retire comfortably?"

Agree.
Disagree.
I'm already retired.

Which statement best reflects your attitude to achieving portfolio growth?

I prefer to position my portfolio for high growth returns significantly above the rate of inflation over the long-term, understanding that I am required to take on higher risk to achieve this.
I'm looking to achieve growth above the rate of inflation over the long-term, while moderating some risk by being exposed to a diversified portfolio.

Which statement best reflects your attitude to receiving income distributions?

I'm happy to aggressively pursue stocks that offer both dividends that are above the market yield and have the potential for some asset growth, understanding that I am required to take on more risk to achieve this.
I'm pursuing income from my stocks that are reasonably above the market yield, and being exposed to moderate levels of risk through a diversified portfolio.

Which statement best reflects your attitude to receiving income distributions?

I want to receive income reasonably above the market yield through a diversified portfolio of shares.
I'm pursuing income from my stocks that are reasonably above the market yield, and am comfortable being exposed to moderate levels of risk within the portfolio, though not have it deviate too wildly from the broader market performance.

Which statement best reflects your attitude to achieving portfolio growth?

I prefer to position my portfolio for the potential for higher growth.
I prefer to position my portfolio for some stability.

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Share market investor profiler

Share market
investor profiler

Please select which age group you belong to

What is the main objective you are wanting to achieve from investing?

If you had a preference, which would you prefer?

Which statement best reflects your attitude to the idea of share prices going up and down?

Which statement best reflects your attitude to the way you want your portfolio to act relative to the broader market performance?

Are you currently managing your own SMSF?

How would you rate your share market knowledge?

How do you feel about this statement - "I am currently on track to retire comfortably?"

Which statement best reflects your attitude to achieving portfolio growth?

Which statement best reflects your attitude to receiving income distributions?

Which statement best reflects your attitude to receiving income distributions?

Which statement best reflects your attitude to achieving portfolio growth?

Your investor profile is:

{{title}}

Discover the {{matches}} Star Stocks that meet this profile

Share marketinvestor profiler

Please select which age group you belong to

What is the main objective you are wanting to achieve from investing?

If you had a preference, which would you prefer?

Which statement best reflects your attitude to the idea of share prices going up and down?

Which statement best reflects your attitude to the way you want your portfolio to act relative to the broader market performance?

Are you currently managing your own SMSF?

How would you rate your share market knowledge?

How do you feel about this statement - "I am currently on track to retire comfortably?"

Which statement best reflects your attitude to achieving portfolio growth?

Which statement best reflects your attitude to receiving income distributions?

Which statement best reflects your attitude to receiving income distributions?

Which statement best reflects your attitude to achieving portfolio growth?

Your investor profile is:

{{title}}

Discover the {{matches}} Star Stocks that meet this profile

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Share market
investor profiler