Questionnaire

FIN 423

Maliha Mahjabin 13204103

Israna Farooque 14204076

Saleh Md. Abu Sinan 14101220

Mahmud Ullah Khan 14304065

1. How much do you earn every month?

a) 50k-90k
b) 91k-140k
c) 141k-190k
d) 190k+

2. What is the approximate amount you spend each month?

a) < 40k
b) 40k-60k
c) 60k-80k
d) 80k-100k
e) 100k+

3. What rate of return do you expect from your investment?

4. If your actual rate of return does not satisfy your need, would you invest somewhere else or let
it be?

a) Invest somewhere else.

b) Let it be.

5. Which of the following best describes your expectations for performance?

a. I am willing to take above-average risk in an attempt to beat the stock market.

b. I want to keep up with inflation, but I can only accept a low chance of short-term losses.
c. I want my portfolio to keep pace with the overall stock market.
d. It is important that I take very little risk with my portfolio, and I am willing to accept
growth that may not keep up with inflation.
6. If you had money to invest, how much would you be willing to place in an investment with
possible high returns but an equal element of risk?

A. All of it.
B. More than half
C. Half
D. Less than half
E. None

7. Assume you invest $500,000 for five years. Which of these “lower/higher” outcomes makes
you most comfortable?

a) Portfolio 1, $350,000 (-30%) or $1,000,000 (+100%)

b) Portfolio 2, $400,000 (-20%) or $750,000 (+50%)

c) Portfolio 3, $450,000 (-10%) or $700,000 (+40%)

d) Portfolio 4, $475,000 (-5%) or $650,000 (+30%)

e) Portfolio 5, $500,000 (-0%) or $600,000 (+20%)

8. Which investments are you most comfortable with?

a) Highest long-term return with larger and more frequent losses.

b) Lowest long-term return with smaller and less frequent losses.

c) Moderate long-term return with modest and occasional losses

9. Do you live in your own home?

a) Yes
b) No
10. What is your mode of transportation?

a) Public Transport
b) Personal Transport

11. At this point of your life, where would you want to focus more?

12. Are you currently required to pay income tax? If so, what is the rate (Income Tax)?