SURVEY FORM: EMOTIONAL-WEALTHTM FOR INVESTING SUCCESS
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First Name
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There are 16 questions. Each question must have two answers. One for 'Most' and another for 'Least'. 'Most' describes you best, and 'Least' describes you least. We need you to answer all of them
4. Do you keep a priority list?
Yes I stick to a priority list.
I sometime make exceptions to my priority list.
I can get by without a priority list.
I don't believe in a priority list.
5. How approachable are you?
People are often happy to run their ideas by me first.
People like to test their ideas with me.
People do not often come to me with their ideas.
People rarely come to me with their ideas.
6. In dealing with uncertainty, you
Take calculated risks.
Risk small stakes.
Prefer to play it safe.
Avoid taking any risk.
7. As you look around the environment, you
Always notice new opportunities
Notice the occasional opportunity
Seldom notice new opportunities
Are oblivious to opportunities
8. How good are you at timing your investment decisions?
Good timing: Get it right most of the time.
Average timing: Get is right about half the time.
Inconsistent timing: Erratic, with winning and loosing streaks.
Bad timing: Usually get it wrong.
9. In making investment decisions you are
10. How aware are you of your surroundings?
Well informed.
Somewhat informed.
No need to be informed.
Nothing surprises me.
11. Regarding investments and returns, you are
Happy only with high returns.
Accept high risk, high returns.
Accept small risk, low returns.
Satisfied with low returns.
12. In investing, you consider yourself a
Top performer.
Good performer.
Average performer.
Below average performer.
13. Which of the following best describe your feelings about your investments?
Happy and satisfied.
Somewhat satisfied.
Somewhat unhappy.
Very unhappy.
14. In investing, you consider yourself a
High achiever.
Above average achiever.
Satisfactory achiever.
Below average achiever.
15. What sort of learner do you describe yourself?
I am an active-learner
I am an interest-directed learner
I am a need driven-learner
I feel that there is usually nothing interesting to learn
16. You consider yourself financially
Very successful.
Adequately successful.
Could be more successful.
Very unsuccessful.
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