AB Capital Securities

Buyer Total Fees

Seller Total Fees

Return On

Average Cost
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%
   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.

   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.

   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.

Please read our Privacy Statement.