Do you have a clear idea about your strategy when it comes to share investments? Find out with the following check!

Answer the following questions. Simply click on your answers and then send the check to us for online assessment. You will receive the results via e-mail in the next couple of days.

In which share markets are you actively involved (answer the questions with regard to each share market)?

What is your opinion of the capital market efficiency in that market?
Strong
Weak

Which informational advantages do you have in that market?

Which investment approach are you pursuing?

Do you use an active investment approach?

Which benchmark do you use?
Do you even have a benchmark?

Which timing approach do you use?
Do you bet on the trend?
Do you have an anticyclical approach?

Which selection process do you practice?
Selection of individual shares?
Selection of industries?
Selection of countries?

Do you use a passive investment approach?

Do you use a buy-and-hold strategy?
Do you weight the individual shares in an equal manner?
Is your weighting based on an index?
Which index do you use?

Do you pursue an indexing strategy?

Do you measure the discrepancy between the results of your strategy against the index?

Do you use a tracking error for that?
Yes
No

Which style of investment are you pursuing?

How extensive is your time horizon?
Short (days to months)
Mid-term (months to years)
Long (several years)

How do you structure your account?
Top-down
Bottom-up

Which criteria do you use as a basis for selecting shares?

What size must the shares be?
Small Caps
Mid Caps
Large Caps

Which title do you look at?
Value title?
Growth title?
No preference

Which key figures do you use?
Ratio of market to book value
Ratio of share price to profit
Dividend yield
Profit growth
Other key figures? Which ones?

How do you analyze the key figures?
I base the analysis on historical data
I try to create a forecast
How do you create the forecast?

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Straightline Investment AG

House of Finance · Rütistrasse 20 · CH-9050 Appenzell
Tel. +41 (0)71 353 35 10 · Fax +41 (0)71 353 35 19 · welcome@straightline.ch