G-profile

Welcome to GLOBALIA’s G-INDEX

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ABOUT

Please, give this exercise just 10 minutes of your time and receive PRICELESS INFORMATION you did not know about your INVESTOR-SELF.

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Following is a case study, after which you will be asked 5 to 8 simple multiple-choice questions depending on your answers as you provide them.

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Adam and his family live in a large city and commute only by metro. The metro network may be virtually split into 3 zones that have “life meanings” for Adam; he currently makes very frequent “Work” trips on 15% of the network and less frequent “Social” trips on 20% of it. On the remaining 65%, he only makes once-in-a-while “Random” trips.

Instead of continuing to purchase metro tickets “on the go”, Adam is trying to choose between 4 LIFETIME FAMILY COMMUTING PLANS that save him money in the long run. Their terms & conditions vary, however, and Adam must think of TOMORROW, but decide TODAY, based on what he values more…

Is it the PRICE to pay? Is it the DEPOSIT to make? Is it the waiting TIME imposed to withdraw the said DEPOSIT? Or, is it the extent of the ACCESS to the network?

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VARIABLES

PLAN-I ?Choosing PLAN-I means that the PRESENT carries more weight in your mind than the FUTURE and that MONEY & TIME are, by far, more important to you than ACCESS.

PLAN-II ?Choosing PLAN-II means that the FUTURE carries more weight in your mind than the PRESENT and that ACCESS is, by far, more important to you than TIME or MONEY.

PLAN-III ?Choosing PLAN-III means that the PRESENT & the FUTURE are balanced in your mind and that ACCESS & TIME together, are more important to you than MONEY.

PLAN-IV ?Choosing PLAN-IV means that the PRESENT & the FUTURE are balanced in your mind and that ACCESS, TIME & MONEY are of somewhat equal importance to you.

PRICE
PAID UPFRONT – NOT REFUNDABLE

$$

$

$$$

$

DEPOSIT
MADE UPFRONT – REFUNDABLE

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NONE

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TIME
IMPOSED TO WITHDRAW THE DEPOSIT

NONE
DEPOSIT may be withdrawn on demand

NONE
DEPOSIT may be withdrawn on demand

NOT APPLICABLE
Since there is NO DEPOSIT

BLOCKED FOR 4 YEARS
DEPOSIT may not be withdrawn earlier

ACCESS
EXTENT & TYPE OF THE ZONES
ACCESSIBLE WITH EVERY PLAN
AND UNDER WHAT CONDITIONS

You get 15% ACCESS as long as you maintain your DEPOSIT – if you withdraw it, you loose the ACCESS.

You get 15% ACCESS as long as you maintain your DEPOSIT – if you withdraw it, you loose the ACCESS.
If you keep it for 8 YEARS, however, your ACCESS becomes 100% FOR LIFE & you may withdraw your DEPOSIT.

You IMMEDIATELY get 80% ACCESS FOR LIFE.

You IMMEDIATELY get 80% ACCESS FOR LIFE. But you may only withdraw your DEPOSIT after 4 YEARS.

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Now… Assume YOU are Adam 

& Start the Questionnaire

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GENERAL RULES & ADVICES

* Moving out of the city or commuting other than in metro are never possible options.
* Whatever Access you get with any chosen Plan, your family members automatically get as well
* Assume that you can afford all 4 Plans – We want to profile YOU, independent of the size of your wallet.
* YOU means YOU…, today, at your present age & with your current family size & composition.
* Don’t dwell upon not having absolute numbers – This is not a budgeting exercise
* Go with your gut – There are no right or wrong answers.

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