Thank you for taking the time to complete the “What’s Stopping You?” Self Assessment. Global Trader is pleased to present you with your private “What’s Stopping You?” Report.

This report aims to provide you with;

• feedback on your basic knowledge and understanding of key investment products (Stocks, CFDs, Futures and Options)
• feedback on how suited you are to investing online with the likes of Global Trader
• a profile of your appetite for risk
• insight into your personality and commentary on how it drives / effects your investment behaviour
• guidance that hopefully addresses the factors that YOU believe are stopping YOU from taking control with Global Trader
• based on the above we also provide
  • a suggested asset allocation / portfolio
  • recommendations for financial products we believe are suited for you (or not!)
• commentary from our product experts
• details of who to contact to discuss your assessment and what Global Trader can do for you NOW!

We trust that you will find this report useful and we look forward to discussing it with you!

Regards

The Global Trader Team

Please Note:
Global Trader provides this report for your convenience. Global Trader gives no warranty, express or implied, as to the accuracy, reliability and completeness of any information, formulae or recommendations provided through the use of the What’s Stopping You Self Assessment and Report. Global Trader does not accept any liability for loss or damage of any nature, which may be attributed to the reliance on and use of our What’s Stopping You Self Assessment and Report.

Below is a breakdown of how you “scored” on questions related to specific investment products.

This is Global Trader’s view of your experience / preference to trust and make use of an online financial broker;

Your general online experience and level of trust: Suited -

 

	SUITED
	You see to trust the internet as a medium to conduct financial trading. It appears as though you have direct experience either with online trading and/or similar services.  We are confident that Global Trader's easy to use, secure, reliable trading platforms and our other online offerings will be suited to you

 

Your experience and comfort levels with online services relevant to investment management indicates that you are: Moderate experience and fair comfort levels -

 

	MODERATE EXPERIENCE AND FAIR LEVELS OF COMFORT
	You have got some experience with online services which support online trading.  You are also pretty comfortable with trading online.  We would encourage you to explore all the resources that the internet has to offer.

 

By analysing all questions relating to risk, it has been determined that you have a: Average/moderate tolerance for risk


This risk profile demands a medium level of liquidity in the trading portfolio coupled with allocations to specific sectors of the equity market and a measure of risk assumption in non-Rand related assets for diversification.

To make a successful trader it is important that you gain a deep understanding of your trader personality. Your degree of control, emotion and risk are three dimensions that blended together are most important in shaping your trading outcomes. Raising your awareness around these three dimensions will only help to unlock your full trader potential.

There is no Holy Grail when it comes to the “perfect trader personality profile” however research and experience has shown that traders who are most poorly suited to trading are those that are constantly seeking a high degree of risk and have a low degree of control coupled with a high degree of emotion. Such traders often take large gambles on impulse, and very often those impulses are driven by emotional frustrations. An example would be a trader who gets frustrated after a loss and doubles his position size on the next trade just to make the money back quickly.

Conversely experience highlights very few successful traders who constantly seek a very low degree of risk. The risk-averse trader, particularly who is high in emotion is motivated more by a fear of loss than a desire for gain. This makes it difficult to sustain meaningful position sizes during promising trades. Often such traders berate themselves for being self-defeating or sabotaging, but the reality is that they might be better suited for investing than trading.

If we were to identify the ideal trader personality profile for traders, then experience that such a trader would be risk-tolerant (moderate degree of risk), low in emotion, and high in control. Such traders are generally good at following trading rules (entries, exits, money management etc) and disciplined in their preparation. They don’t take losses personally, which gives them the perseverance to weather losing periods. When they see a good trade, they are comfortable trading in size, so that the average size of their wins exceeds that of their losses.

Ideal Global Trader Profile

Dimension	Result
Risk	Moderate
Emotion	Low
Control	High
Intuitively Cognitive Style	Short to medium term trading
Explicit Cognitive Style	Medium to long term trading

Your Global Trader Personality Results Table

Dimension (RECS)	Your Result
Risk	High Risk	Low High
Emotion	Moderate Emotion	Low High
Control	Low Control	Low High
Style	Low Explicit / High Intuition	Low High

Your Global Trader Personality Results Explained

RISK (R)

This personality trait measures a trader’s risk aversion. A risk-averse trader is someone who cannot tolerate high levels of risk; conversely a trader who can tolerate a high level of risk is someone who is not risk-averse.

High Risk

• You enjoy stimulation and challenge. As a result you will find larger positions and longer holding periods easier to tolerate, however you may have a tendency to be impulsive in entering and exiting trades and will have difficulty trading during periods of low volatility. 
• Position sizing is key and often overlooked as a trading variable, it is important to note that trading too small tends to bore you and not hold your focus and attention and this is required for successful trading.

 

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EMOTION (E)

This personality trait measures the degree to which a trader has a tendency to experience negative emotions. The trader with a high degree of emotion tends to experience more emotional interference in his or her trading.

Moderate Emotion

• This indicates that you are likely to experience some emotional interference in your trading. As a consequence you do have a tendency to become overconfident from profitable trading whilst losses may create fear and hesitation. 

 

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CONTROL (C)

This personality trait measures the trader’s degree of self-control and perseverance. This will influence the traders trading style, structure and strategy through frequency, rule based approach and degree of research and analysis.

Low Control

• You will have difficulty following explicit rules and as a result often trade more discretionarily.
• Trying to trade in a highly structured manner will only frustrate you.
• You would do better with big picture trades (macro trends) that do not require detailed rules, research and analysis.
• Less frequent trading with wider risk parameters will come easier to you.

 

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Cognitive Style (S)

How traders process information (cognitive style) most effectively is a neglected variable in selecting proper time frames to trade. It is essential that one’s cognitive style match one’s trading methodology. Your survey results indicate that you have a

Low Explicit / High Intuition

• You rely on gut cues and subtle and non-verbal information. 
• This indicates that you are better suited to making shorter-term trades
• The shorter the time frames, moving from swinging to scalping, the more suited you are, as very short-term trading is more about pattern recognition which suites your cognitive style.

 

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Based on your chosen user type as a First time trader / Novice, there were some factors that you believed were inhibiting you from self investing and / or choosing Global Trader as your financial broker of choice. Below is a list of the “What’s Stopping You” factors relevant to you accompanied by some interesting insight from Global Trader that may change your perception of these inhibitors;


You also mentioned that;
always had an interest, but have never had the time to actually put into doing my homework into investment opportunities

Based on your risk profile we would like to recommend the following investment portfolio:

The above asset allocation recommendation was based on your risk profile but in order for GT to recommend its own products to you we need to factor in your experience levels and basic knowledge. The following table reproduces your suggested asset allocation and for each asset the following is highlighted;

• GT Products - What product’s Global Trader offers to support this asset
• GT Platform - What are our platforms / software that you would use to access our applicable product
• Your experience - By analysing your What’s Stopping You Self Assessment do we believe you have sufficient experience to invest in this type of product / asset? Sufficient = Yes | Insufficient = No
• Your knowledge - By analysing your What’s Stopping You Self Assessment do we believe you have sufficient knowledge to invest in this type of product / asset? Sufficient = Yes | Insufficient = No
• Readiness recommendation - If you have both sufficient knowledge and experience in this product we would we suggest that you are ready to invest in it. Yes = You are Ready | No = Not ready right now

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