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1. The annual performance of two mutual funds for the past 3 years is summarized below. Which fund would you prefer to invest in?

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2. My main goal as an investor is to:
[Please select the ONE best answer:]

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3. In the past, have you usually made investment decisions yourself, or have your decisions been heavily influenced by a broker or investment advisor?
[Please select ALL that apply:]

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4. Suppose you could make either of two investments with virtually no risk, that offer the following returns over a period of roughly one month. Which investment would you prefer?

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5. You are considering putting £10,000 into a promising but speculative investment. You estimate that the investment has a 50% chance of being worth £50,000 after 1 year, and a 50% chance that it will be worthless at that time (i.e. you lose the £10,000). Would you invest in this venture?

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6. Imagine that you have invested several thousand dollars into a stock, and after a brief period of good performance the stock suddenly loses 20% in value without major changes in the overall market. What is your reaction most likely to be? [Please select the ONE best answer:]

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7. Which of the following statements describes your basic approach to investing?

  Yes No
I am a value investor – I look for undervalued stocks or value funds.
I look for stocks with good growth performance records or growth funds.
I look for stocks/funds that have been “hot” recently.
I look for stable stocks/funds with records of steady growth, even if their returns are not as high as some more speculative stocks/funds.
I look for stocks/funds that offer the chance of big returns, even if there is some risk of losses
I look for safe and secure investments that offer a regular income.
I place a high value on recommendations by friends or other investors.
I don’t rely on others’ recommendations, because I feel very competent to handle my investments
I look for stocks/funds that are the least likely to fall in value.

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8. The charts below show the 5-year returns for two mutual funds. Please select the fund you would be more likely to invest £30,000 in. [Please click on preferred fund:]

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9. For how many years have you been actively investing in stock and bond markets?

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10. How often do you check the performance of your portfolio?
[Please select the best answer:]

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11. Compared to the investment knowledge of typical individual investors, how would you rate yourself?

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12. Of the following investments, which would you prefer?
[Please select one:]

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13. Would you invest £25,000 in a venture that offers a 3/4 chance of doubling your money within 3 months (to £50,000) and a 1/4 chance of losing the entire £25,000?

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14. When you make an investment in a stock or mutual fund, which of the following factors are important in influencing your decision? [Please select up to FOUR factors that are highly influential in your decisions:]

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15. Considering all your investments (excluding personal residences), approximately:

[Please enter numbers (e.g. "0" "20" "80") in each blank space below. The numbers you give should add up to 100.]

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16. Two companies, A and B, are both seeking the same government contract. The winner will be announced next month, but you have no way of knowing which company will be picked. You have a chance to invest £100,000 in Company A.  If Company A wins the contract, you will double your money (a gain of £100,000), otherwise your investment will lose half  of its value (a loss of £50,000). Would you choose to invest, given this situation?

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17. An urn contains 100 balls, some of which are Red and some of which are Green (but you don’t know how many of each). A lottery game is set up using this urn: you start by choosing a color, either Red or Green. Then a ball is randomly selected;  if it is the color that you chose you win £10,000, otherwise you win nothing. Would you pay £2,500 to play this game?

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18. Imagine that you are planning to buy shares in a large corporation that is currently negotiating to buy a competitor. However, the corporation needs a favorable ruling from a government regulatory agency to complete the acquisition. If the corporation succeeds in the acquisition, its stock price can be expected to rise substantially. If the corporation’s bid is denied by the regulatory agency, its stock price can be expected to fall. The regulatory agency’s ruling is expected any day now. What would your reaction be? [Please select one:]

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19. Suppose that you need to hire a particular lawyer whom you know and trust to do an essential service for you. He offers you a choice of two different options regarding his fee. Under the first plan (A), he will bill you for the hours he actually spends  doing the task. He estimates that it should cost between £5,000 and £15,000 to complete the project, but there's a small chance it could go even higher. Under the second plan (B), he offers to do it for a fixed price of £12,000. Which payment plan do you prefer?

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20. Imagine that you are renovating your home and you plan to take out a 15-year loan to finance the project. The bank offers you a choice between two types of mortgages. Which of the following do you prefer?

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21. You own shares in a technology company, but plan to sell them and invest the money elsewhere. The day after tomorrow, the technology company plans to announce the results of the field test of a product that they have high hopes for. If the test is successful, the value of your shares should go up by at least 50%, perhaps more. If the tests results are negative, your investment  could lose up to half its value. Do you sell now, or wait until the results of the test are announced?

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22. Please provide your contact information:

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