8. How would you summarize your investment preference for the long term and your main objective?

I value company quality. I consider myself a fundamentalist investor.I believe that a well-diversified portfolio of US and other developed market shares, fixed-income securities, gold, commodities and real estate funds, rebalanced annually and with a good track record at various points in the cycle, is exactly what you need.I'd like a diversified portfolio, but mostly focused on shares and/or real estate funds.I'd like a diversified portfolio, but mostly focused on fixed-income securities.

9. How would you like to navigate market cycles taking into account your risk profile?

Main objective: capital preservation (if it makes sense to keep more cash, I don't mind).Main objective: growth (I don't like sitting on cash, I prefer greater volatility in exchange for greater potential returns).

Back Next

10. Which option do you prefer?

I prefer to have shares and bonds that are part of my choices in line with my investment objectives and risk profile.I prefer to have a portfolio that moves according to changes in economic indicators and correlation between assets.I still can't answer that.

Back Next

11. Choose the alternative that makes the most sense to you:

I value company quality. I consider myself a fundamentalist investor.I value growth potential. I consider myself an investor open to new trends.My main concern is the recurrence of dollar dividends, not the growth of the portfolio.I prefer a portfolio of shares in leading companies on the main indices before prioritizing any of the above objectives.My preference is for diversification between asset classes that take my risk profile into account and that have a good track record over cyclical market variations.

Back Next

You are an investor with an "Fundamentals" profile

You are an investor with a "Growth" profile.

You are an investor with a "Dividends" profile.

You are an investor with an "Index & FANG" profile.

You are an investor with an "International Portfolio" profile.

Back Next

12. For the part that isn't focused on equities: What would be your secondary objective apart from the equities portfolio? (Between 10% and 25% of the total portfolio)

I'd like to add exposure to fixed incomeI would like exposure to fixed income with a focus on dividend recurrence (aggressive profile).I would like exposure to fixed income with a focus on high credit quality (conservative profile).I wouldn't like to have anything in fixed income, but I'm open to commodities.

Back Next

You are an investor with a "70/30" profile.

You are an investor with a "70/30 High Yield" profile.

You are an investor with a "70/30 International Growth" profile.

You are an investor with a "70/30 COM" profile.

Back Next

13. What would be your secondary objective besides the bond portfolio?

I value company quality. I consider myself a fundamentalist investor.I value growth potential. I consider myself an investor open to new trends.I prefer a portfolio of shares in leading global companies on the main American indices.

Back Next

You are an investor with an "RF/Fundamentals" profile.

You are an investor with an "RF/Growth" profile.

You are an investor with an "RF/Index & FANG" profile.

Back Next

17. We'd like to hear about your experience of this onboarding process

SatisfactorySatisfactory, but I'd still like to go into more detail.Unsatisfactory. I would like a direct approach with the Advisor of the team to help me answer.

Back

Suitability Questionnaire

You are an investor with an "Fundamentals" profile

You are an investor with a "Growth" profile.

You are an investor with a "Dividends" profile.

You are an investor with an "Index & FANG" profile.

You are an investor with an "International Portfolio" profile.

You are an investor with a "70/30" profile.

You are an investor with a "70/30 High Yield" profile.

You are an investor with a "70/30 International Growth" profile.

You are an investor with a "70/30 COM" profile.

You are an investor with an "RF/Fundamentals" profile.

You are an investor with an "RF/Growth" profile.

You are an investor with an "RF/Index & FANG" profile.

Welcome, Investor! Thank you for your trust. We will contact you within the next 48 hours.

Team of Plural Markets

Enviando Informações