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Courageous Investing Group by The Eighty Twenty Investor
A few simple questions to help me understand you!
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Email
*
Your email
1. Name
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Your answer
2. Date of Birth
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MM
/
DD
/
YYYY
3. Do you have an emergency fund covering 3-6 months expense?
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Of course!
Still building
Nope
4. Have you planned for next 5 year goals via safer, low volatility products (Ultra Short Term funds/Short Term Funds etc)
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Of Course!
Nope
5. Do you have faith in long term prospect for Indian Equities
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Yes
No
Maybe
6. Do you think the market can be predicted?
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Yes
No
7. Do you have a bear market plan ready?
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Yes
No
8. What is the size of your portfolio?
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Your answer
9. What is your equity allocation as a of overall portfolio?
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Your answer
10. Do you know what is the 6 month normal range of return outcomes for your portfolio and your worst case decline possible?
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Your answer
11. What is your equity market experience?
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<5 years
5-10 years
>10 years
12. Any suggestions/feedback?
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Your answer
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