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Nguyễn Hữu An
https://zalo.me/+84896003321
Nguyễn Hữu An
https://www.facebook.com/nguyenhuuan.lachong
Email:
Lachongagentcenter@Gmail.com
Name
Email
Section 1: Basic Information
1. What is your age range?
Below 25 years old
25 - 35 years old
36 - 45 years old
40 - 60 years old
Above 60 years old
2. What is your occupation?
Students/Freelancers
General Employees
Business/Institutional Management
Professionals (Doctors, Lawyers, Accountants, etc.)
Retirees
Section 2: Investment Experience
3. Do you have experience in investing in stocks, funds or other financial products?
Never
Short experiences (below 2 years)
Intermediate experience (2–5 years)
Advanced experiences (5+ years)
4. Have you ever experienced an investment loss of more than 20% of your principal? How did you react?
Never
Choose to exit the market immediately
Hold on and wait for a rebound
Take advantage of the opportunity to increase your position
Section 3: Financial Status
5. What is your annual income range?
Below 200 million VND
200 million - 500 million VND
500 million - 1 billion VND
Above 1 billion VND
6. What proportion of your household's disposable assets do you plan to invest in stocks?
Below 10%
10%–30%
30%–50%
Above 50%
Section 4: Risk Tolerance
7. What would you do if your investment asset dropped 30% in the short term?
Sell immediately to avoid further losses.
Wait and see if the market recovers.
Hold on and maintain your long-term investment plan.
Take advantage of this opportunity to increase your holdings and lower your costs.
8. Which of the following types of investments do you prefer?
Conservative (bank wealth management products, bonds)
Solid (mixed funds, blue-chip stocks)
Aggressive (growth stocks, index funds)
Extremely Aggressive (options, leveraged investments, venture capital stocks)
Section 5 : Investment Purposes
9. What is your main purpose for investing in stocks?
Asset preservation
Long-term steady growth
High returns, willing to take higher risks
Short-term speculation, seeking quick profits
10. What is your preferred period of investment?
Less than 1 year (short-term)
1–3 years (medium-term)
3–5 years (medium-term)
5 years or more (long-term)
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