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STG: Daily Stock Picks
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Portfolio Assessment Quote
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Portfolio Assessment Quote
Name
(required)
Email
(required)
Portfolio net worth
(required)
$0 - $15k
$15k - $50k
$50k - $250k
$250k - $1mil
+ $1mil
Current number of equities in your portfolio
(required)
0 - 9
10 - 19
20 - 29
30 - 39
40 - 49
50 +
Using a scale from 1 to 10, do you prefer a more conservative (1) or aggressive (10) equities portfolio?
(required)
1 (most conservative)
2
3
4
5
6
7
8
9
10 (most aggressive)
On average, how often do you hold positions?
(required)
0 - 30 days
1 - 6 months
6 months - 1 year
+ 1 year
When do you generally sell/repurchase positions (at target price, certain time of year, etc.)?
(required)
How do you currently trade equities, online or through a financial advisor/brokerage?
(required)
What is the price of your per trade commission?
(required)
Please describe your current asset allocation. For example, 50% equities portfolio (to be assessed), 25% real estate, 25% bonds, notes, or bills, etc.
(required)
Comment
