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PRIVATE EQUITY INVESTING
Your Phone Number (Including Country Code)
What is your current employment status?
Business Owner/Self Employed
How happy are you with your current financial status?
Happy but could be better
Not happy and looking for options
Very unhappy and not sure what to do
Are you comfortable with your retirement plans?
Comfortable but could be better
Worried and not sure what to do
Do you have a pension plan set up?
Do you have any income stream coming in outside of your work?
Are you looking for a steady pension income stream?
Are you already investing in the stock market?
Do you have any Private Equity investments?
Do you currently hold any Bonds?
How knowledgeable are you about the markets?
Have some idea but not an expert
Have very little idea but understand the basics
Don’t know anything about the markets
Would you ever consider investing in order to achieve your financial goals?
Would you want to be an active trader or a buy-and-hold trader?
Short-Term Active Trader
What kind of portfolio what you want to build?
Aggressive Portfolio – high risk for high returns
Defensive Portfolio – low risk low returns
Income Portfolio – assets which provide income streams through dividends
Speculative Portfolio – Market speculation, IPOs and Venture Capital investments
Hybrid Portfolio – a mix of all of the above
What kind of stocks would you be interested in?
Growth Stocks – long-term asset appreciation
Value Stocks – assets priced lower than their fundamentals
Dividend Stocks – assets which pay out regular dividends
Blue Chip Stocks – stocks of large-cap industry leaders
Speculative Stocks – volatile but potential huge returns
Penny Stocks – stocks which typically trade at lower than $10
A mix of the above
Are you interested in early-stage investments, like Start-Ups or IPOs, which can be risky but can offer huge returns?
What sectors / industries are you most interested in?
Don’t know / Have no preference
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