THANKS TO KEVIN MATRAS(ZACKS)GUIDE FOR INVESTING

• 
  
  COURTESY: 

Kevin Matras
Executive Vice President 

(https://www.ZACKS.COM)"" 60-second survey. 

•  a little about your investing preferences so we can provide ideas and resources that meet your needs.""
  1. What type of investor are you?

  • Individual
  • Professional

  2. How many years have you been trading?

  • < 2 years
  • 2-5 years
  • 5-10 years
  • > 10 years

  3. How many trades do you average per month?

  • 0 - 5 per month
  • 5 - 10 per month
  • 10 - 20 per month
  • > 20 per month

  4. What is the size of your portfolio?

  • Under $10,000
  • $10,000 - $50,000
  • $50,000 - $100,000
  • $100,000 - $250,000
  • $250,000 - $500,000
  • $500,000 - $1 million
  • > $1 million

  5. Who manages your investment portfolio?

  • Me
  • Professionals
  • Combination of the above

  6. What types of investments would you like to learn more about or
  receive information on? (check all that apply)

  • Stocks
   
  • Options
   
  • ETFs
   
  • Mutual Funds
   
  • Real Estate
   
  • Commodities
   
  • Discount Brokerage
   
  • Professionally Managed Portfolio

  7. What kind of trader/investor are you? (check all that apply)

  • Momentum
   
  • Aggressive Growth
   
  • Value
   
  • Income
   
  • Other

  8. How many stocks do you hold in your portfolio at a time?

  • 1-5
  • 5-10
  • 10-20
  • 20-30
  • > 30

  9. How long is your holding period?

  • < 1 week
  • 1-4 weeks
  • 1-3 months
  • 6-12 months
  • > 12 months

  10. Which statement fits your investment style the most?

  • I am an aggressive investor.
    I am willing to take ample risk for the possibility to receive ample reward.
  • I am a conservative investor.
    Risk of loss is a greater concern than upside potential.
  • I am a middle-of-the-road investor.
    Sometimes aggressive, sometimes conservative.

  11. Do you use a full service or discount brokerage firm?

  • Full service
  • Discount
  • Both