— Investments

What is your investor profile?

7 questions · 3 minutes · Immediate and personalised result

Question 01 / 07

What is your investment horizon?

Less than 2 years

Likely need for short-term liquidity

2 to 5 years

Medium-term horizon, some flexibility

5 to 10 years

Long-term horizon, no immediate need

More than 10 years

Capital locked in for the very long term

Question 02 / 07

What is your main objective for this investment?

Preserve my capital

Safety above all, even if returns are low

Generate regular income

Stable returns with moderate risk

Grow my capital

Accept some fluctuations for better returns

Maximise performance

Maximum return, even with high volatility

Question 03 / 07

Your portfolio loses 20% in 3 months. What do you do?

I sell everything immediately

This situation is unacceptable to me

I sell part to limit losses

I prefer to secure part of my capital

I wait for the situation to recover

Markets always recover in the long run

I take the opportunity to invest more

This is a buying opportunity at a reduced price

Question 04 / 07

What proportion of your total wealth does this investment represent?

More than 75%

This investment represents the bulk of my wealth

50 to 75%

A significant but not total share

25 to 50%

A meaningful investment among others

Less than 25%

A minority allocation in my overall wealth

Question 05 / 07

What is your investment experience?

No experience

First steps in investing

Beginner

Some simple products (savings, funds)

Intermediate

Experience with equities, bonds, mixed funds

Advanced

In-depth knowledge of financial markets

Question 06 / 07

What maximum loss would you accept over one year?

0 to 5%

I tolerate virtually no loss

5 to 15%

A slight decline remains acceptable

15 to 30%

I can withstand a significant short-term decline

More than 30%

I aim for maximum return, declines are part of the game

Question 07 / 07

How would you describe the stability of your income?

Very unstable

Irregular income, uncertain situation

Relatively stable

Generally regular income with some variations

Stable

Fixed and predictable income (salary, rent…)

Very high and stable

Comfortable income, solid wealth

Target return

Perf. 1 year

Max. drawdown

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This calculator is provided for information purposes only. It does not constitute investment advice within the meaning of MiFID II. The result depends on your answers and may differ from a full analysis carried out with an adviser. Past performance is not indicative of future results.