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Define Your Investor Identity.
Clarify the objectives, constraints and responsibilities that should guide your decisions before markets test them.
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When are you likely to need a meaningful portion of this capital?
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How dependent are you on this portfolio for near-term expenses?
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How much financial loss could you absorb without disrupting your plans?
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How involved do you want to be in investment decisions?
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Which responsibilities will you not delegate?
Select all that apply.
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What should every investment decision respect?
Include liquidity, concentration limits, ethical boundaries or family obligations.
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What changes should trigger a review of your investor identity?
Select all that apply.
Answer all eight questions to generate your identity statement.