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Portfolio Builder Questionnaire
Please enable JavaScript in your browser to complete this form.
Please enable JavaScript in your browser to complete this form.
Name
*
First
Last
Email
*
Employment Status
*
Employed
Unemployed
Self-Employed
Student
Other
Annual Income Range
*
Less than $50,000
$50,000 - $100,000
$100,000 - $250,000
$250,000 - $500,000
Above $500,000
What are your primary reasons for investing in cryptocurrencies?
*
Growing my money
Keeping my money safe
Earning regular income
Hoping for big returns
How much money are you thinking of starting with for your crypto investments?
*
$1,000
$2,000
$5,000
$10,000+
$50,000+
$500,000+
$1,000,000+
Are you comfortable with periodic investments (e.g., monthly contributions) to your crypto portfolio?
*
Yes
No
What is your investment timeline for your portfolio?
*
Short-term (3 months-1 year)
Medium-term (1-3 years)
Long-term (more than 3 years)
Do you have any specific milestones or objectives you aim to achieve with your crypto investments?
If Yes, Please Indicate.
How would you describe your risk tolerance?
*
Very conservative (Prefer minimal risk, willing to accept lower returns)
Conservative (Prefer lower risk, willing to accept moderate returns)
Moderate (Comfortable with some risk, seeking balanced returns)
Aggressive (Comfortable with high risk, seeking potentially high returns)
Very aggressive (Seeking maximum returns, willing to accept high volatility)
How would you react to a significant short-term loss in your investment portfolio?
*
Panic and sell immediately
Remain calm and stick to the investment strategy
Feel uneasy but hold onto investments
View it as an opportunity to buy more assets
Have you previously invested in cryptocurrencies or other digital assets?
*
Yes
No
How would you rate your knowledge and experience with cryptocurrencies and decentralized finance (DeFi) platforms?
*
Novice (Limited to no experience)
Intermediate (Some understanding)
Advanced (Extensive knowledge)
Have you ever used DeFi asset management platforms for cryptocurrency investments?
Yes
No
Unsure
Is there any other information or specific preferences you would like us to consider when designing your investment portfolio?
By submitting this questionnaire, you acknowledge that the information provided is accurate and complete to the best of your knowledge.
*
Yes
No
Submit
Dublin 2, Dublin
Northview Wealth
Ten Ely Place, Dublin 2 Dublin, Ireland D02 HR98
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