Professional situation
Net monthly household income
If yes, which ones? (multiple answers possible)
For how long have you been investing?
What portion of your income do you save?
What are your primary financial goals? (rank by importance: 1 = most important)
Have you ever experienced a significant financial loss (> 20%)?
If yes, how did you react?
How do you define yourself in terms of financial risk?
Would you be willing to lose 10% of your capital in hopes of gaining +20%?
In the event of a stock market crash (-30%), what would you do?
Rate your tolerance for volatility (1 = none, 5 = very high)
Do you feel sufficiently informed about financial investments?
What is your main source of information?
Have you ever taken a course or read books on investing?
In your opinion, does high return = high risk?
Among these options, which would you choose?
What proportion of your assets would you invest in secure products?
And in risky products?
If you received €10,000, how would you invest it?
In your opinion, do young people take more risks than seniors?
What proportion of your savings do you usually invest in risky products (stocks, crypto, dynamic ETFs)?
If you received an inheritance of €20,000, what portion would you invest immediately?
How long are you willing to lock your money in an investment without accessing it?
If you were 40 years old, would you adjust your allocation between secure and risky investments compared to today?
Do you think your current investment choice is appropriate, and would you recommend it to someone in your situation?
If you were 35 years old and received a large sum (e.g., €50,000), would you invest in the same products you currently choose?
Would you have liked to receive more financial education during your studies or life path?
What level of confidence do you have in your current investment strategy?
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