1. Age
2. Annual Household Income (USD)
3. Proportion of Investment Funds to Disposable Assets
1. What is your primary investment goal?
2. What is the maximum short-term loss ratio you can tolerate?
3. Investment experience and knowledge level? (Financial derivatives: Forex, Futures, Gold, Crude Oil, Funds, Stocks...)
4. Investment time horizon?
5. If the market suddenly drops 10%, what would you do?
6. Expected annualized return?
7. Preference for investment instruments?
1. A tech-themed fund has delivered 25% annualized returns over the past 3 years, but has dropped 18% in the last month due to industry policy adjustments. What would you do?
2. Market trends suggest a possible bear market over the next 6 months. What would you do?
3. If a black swan event occurs (e.g., geopolitical conflict causing a stock market crash), what would you do?