Free Portfolio Review

My main investment objective is:

IncomeCapital GrowthIncome and Capital GrowthDon’t Know

I am interested in the following products:

My appetite for risk is:

LowMediumHighDon’t Know

My current broker provides:

An execution only serviceAn advisory serviceA fully managed (discretionary) serviceDon’t Know

The most important thing for me is:

Capital Preservation (not to lose money)Speculate to accumulate (take risks)Don’t Know

My experience with previous brokers has been:

PoorAverageGoodNone

My preferred time-frame is:

Short TermMedium TermLong TermDon't know

My knowledge/experience in the stock market:

PoorAverageGoodVery Good

My view on the stock market is:

Optimistic (I think the market will go up)Pessimistic (I think the market will fall)Market Neutral (I think the market will go sideways)Don’t Know

I believe that my portfolio is:

Under-performing the marketIn line with the marketOut-performing the marketDon’t Know

In terms of protecting my portfolio from a market fall:

I have insurance (hedging) strategies in placeI don’t have any insurance in placeDon’t Know

I believe that the performance of my portfolio over the past 5 years has been:

PoorAverageGoodDon’t Know

I believe that the fees that I am paying are:

FairUnfair (too high)Don’t Know

I would like assistance in the following areas:

To learn more about ways of mitigating my taxTo receive an overall better service from my brokerTo have access to better research and share tipsTo achieve a better return on my investmentsTo learn how to protect my portfolio against a crashother

The best and worst thing about my current broker is:

Further relevant information

If I could change one thing about my portfolio(s) it would be

The best day and time to go through my portfolio with me:

Attach a list of your share-holdings so that your portfolio can be assessed

Please kindly attach a recent valuation statement, in any image format (e.g. JPEG, PNG) or PDF.