INVESTORS PREFERENCE BASED ON PERSONALITY QUSTIONNAIRE

Dear Respondents, I am V.SUBASHINI conducting this survey entitled Investors Preference based on Personality as a Project work in my MBA course. I request you to kindly fill up the following questionnaire giving your free and frank opinion. The information will be kept confidential and used for academic purpose. I will be thankful for your positive response.

I.

PERSONAL INFORMATION

1. Gender 2. Age

MALE

FEMALE

8 ~ 25

26 ~ 35

36 ~ 45

46 ~ 55

over 55

3. Marital Status: DIVORCED 4. Education level

SINGLE

MARRIED

HIGH SCHOOL & LOWER PHD

UNDER-GRADUATE OTHERS

POST-GRADUATE

5. Occupation:

GOVERNMENT EMPLOYEE

PRIVATE SECTOR EMPLOYEE

SELF EMPLOYEE

BUSINESSMAN

RETIRED

OTHERS

6. Years of working: UNDER 5 YEARS

5 - 10 YEARS

OVER 10 YEARS

7. Annual Income:

LESS THAN 2 LAKHS

2 LAKHS TO 5 LAKHS

5 LAKHS TO 10 LAKHS

ABOVE 10 LAKHS

8. Have you attended any course of Stock Exchange?

YES

NOT YET

9. Years of trading/ investing experience:

LESS THAN A YEAR 4-6 YEARS

1 TO 3 YEARS ABOVE 6 YEARS

10. What is the source of information for your investment decisions? FRIENDS/ FAMILY FAMILY SELF RESEARCH RESEARCH

MEDIA

OTHERS

11. Which is the next most investment you would like to make in further? MUTUAL FUNDS

SHARE

REAL ESTATE

BANK DEPOSITS

OTHERS

12. How frequently do you monitor your investment in stocks? DAIL Y

MONTHLY

QUARTERLY

BI-ANNUALLY

ANNUALLY

13. What is the proportion of the investment in your portfolio? 0-20% EQUITY MUTUAL FUNDS FIXED DEPOSIT INSURANCE 20-40% 40-60% 60-80% 80-100%

OTHERS II.BEHAVIORAL FACTORS INFLUENCING YOUR INVESTMENT DECISIONS SA- STRONGLY AGREE (5) A-AGREE (4) N- NEITHER AGREE NOR DISAGREE (3) DA-DISAGREE (2) SDA-STRONGLY DISAGREE (1) FACTORS 14. You buy hot stocks and avoid stocks that have performed poorly in the recent past. 15. You use trend analysis of some representative stocks to make investment decisions for all stocks that you invest. 16. You believe that your skills and knowledge of stock market can help you to outperform the market. 17. You rely on your previous experiences in the market for your next investment. 18. You forecast the changes in stock prices in the future based on the recent stock prices. 19. You are normally able to anticipate the end of good or poor market returns at the Stock Exchange. 20. You prefer to buy local stocks than international stocks because the information of local stocks is more available. 21. You consider the information from your close friends and relatives as the reliable reference for your investment decisions. 22. After a prior gain, you are more risk SA A N DA 1 SDA

4 5

6 7

seeking than usual. 23. After a prior loss, you become more risk averse. 24. You avoid selling shares that have decreased in value and readily sell shares that have increased in value. 25. You feel more sorrow about holding losing stocks too long than about selling winning stocks too soon. 26. You tend to treat each element of your investment portfolio separately. 27. You ignore the connection between different investment possibilities. 28. You consider carefully the price changes of stocks that you intend to invest in. 29. You have the over-reaction to price changes of stocks. 30. Market information is important for your stock investment. 31. You put the past trends of stocks under your consideration for your investment. 32. You analyze the companies customer preference before you invest in their stocks. 33. You study about the market fundamentals of underlying stocks before making investment decisions. 34. Other investors decisions of choosing stock types have impact on your investment decisions. 35. Other investors decisions of the stock volume have impact on your investment decisions. 36. Other investors decisions of buying and selling stocks have impact on your investment decisions.

10 11 12

13 14 15 16 17 18 19 20

21

22

23

III.PERSONALITY FACTORS PERSONALITY EXTROVERSION 1. Is talkative

2. Is reserved 3.

HIGH

AVERAGE

LOW

Is full of energy Generates a lot of enthusiasm I start conversation

4.
5.

CONSCIENTIOUSNESS 1. I am always prepared. I pay attention to details. I am exacting in my work. I leave my belongings around. I make a mess of things. AGREEBLENESS 1. Has a forgiving nature 2. Tends to find fault with others 3. 4. 5. I have a soft heart. Is generally trusting I feel others' emotions.

2. 3. 4. 5.

OPENNESS 1. I have a rich vocabulary.

2. I have a vivid Imagination.

3. I have excellent ideas. 4. I am quick to understand things. 5. I use difficult words.

NEUROTICISM Can be tense Is emotionally stable Worries a lot Remain calm Gets nervous easily

Thanking you for valuable contribution.......