Retail Info Request | CleverAlpha Dark

What type of account is this?

Your approximate Annual Income (your yearly salary plus any other income)

$0 - $50,000

$50,001 - $150,000

$150,001 - $250,000

Over $250,001

Your approximate Net Worth - not including your primary residence (usually your assets minus your debts)

$0 - $100,000

$100,001 - $500,000

$500,001 - $1,000,000

$1,000,001 +

I would describe my knowledge of investments as:

Minimal knowledge

I have bought Mutual Funds in the past

I actively invest in stocks, ETFs, bonds or commodities

When I invest, I am focused on:

Not losing money, so I would consider myself risk adverse

Equally concerned about both the risk and return on my investments

Making money, so I would consider myself a risk taker

Do you want up to 5% of your portfolio invested in cryptocurrency asstes?

No, Cyrptocurrencies are too risky

Yes, I'd like some exposure

I'd like to be invested for about how many years?

Less than a year - I need to be liquid

about 3-ish years - looking for capital preservation

around 5 to 7 years - I'd like some capital appreciation

possibly 7 to 10 years - I'd like a touch more appreciation

this is for the long haul - more than 10 years