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I am patient with my investments and can accept periods
of negative investment returns and portfolio losses.
Answer :
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I consider myself an aggressive investor and seek
above average investment returns.
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Not including the amount I plan to invest, I have
adequate liquid assets to support myself and dependents for 6 months or more.
Answer :
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I have prior investment experience with stocks and
bonds and I understand the concept of investment risk.
Answer :
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I am confident I will not need to withdraw money from
my investments for at least 10 years.
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I expect a regular and stable income stream over the
long term except from my investment income.
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I want to play an active role in managing my investments.
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There are more than two dependents who rely on my
income and investment holdings for financial support.
Answer :
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I get concerned if my investments fall in value day-to-day
or month-to-month.
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My outstanding debt is low and my credit history is
excellent.
Answer :
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