AB Capital Securities


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Thinking about how to spread your money among money market placements, stocks, bonds and other investment vehicles? Take this pop quiz to get a recommendation on an investment mix that matches your risk profile and financial objectives.
 
 
Percentage of Investible Amount to TotalQuestion 1 of 12
What portion of your total "investible assets"-- the peso amount of the investments you currently have -- will this investment represent? The percentage of your portfolio that this investment represents can make a difference in how conservative or aggressive you may want to be. Do not include your home or real property in calculating investable assets.

   Less than 25%
   25-50%
   51-75%
   More than 75%

Expectation of Future Earnings Relative to Inflation Question 2 of 12
Which one of the following describes your expected future earnings over the next five years? Assume inflation will average 8 percent. If you are expecting significant earnings increase, you may want to invest more aggressively.

   I expect my earnings will far outpace inflation (due to promotions or a new job)
   I expect my earnings increases to stay somewhat ahead of inflation
   I expect my earnings to keep pace with inflation
   I expect my earnings to decrease (due to retirement, part-time work, or some
         other reasons.)

Percentage of Take-Home Pay Goes to Installment Payment Question 3 of 12
Approximately what portion of your monthly take-home income goes toward paying off installment debt, such as housing loans, auto loans, credit cards, etc.? If a large portion of your income goes toward paying debt, you may want to have cash available for emergencies.

   Less than 10%
   10% - 25%
   25% - 50%
   More than 50%

No. of DependentsQuestion 4 of 12
How many dependents do you have? Include children and parents you support. If you have ongoing family obligations, you may need to be more conservative.

   None
   1
   2-3
   more than 3

Level of Emergency Fund for UnemploymentQuestion 5 of 12
Do you have an emergency fund or savings equivalent to three to six months' after-tax income? Such a fund helps protect against the unexpected, such as a job loss. Without this reserve to tap, you may want to invest more conservatively.

   No
   Yes, but less than 6 months of after-tax income.
   Yes, I have an adequate emergency fund.

Savings Fund for Major Expenses Question 6 of 12
Do you have a separate savings or pre-need plans to cover major expenses, such as hospitalization, college tuition, home repairs, etc.?

   Yes, I have a separate savings plan for these expenses.
   I do not expect to have any such expenses.
   I intend to withdraw a portion of this new investment for these expenses
         (Answer Question 12 accordingly)

   I have no separate savings plan for these expenses.

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