This quiz will help you determine your profile and then match it to an investment strategy that’s designed for investors like you. It does this by measuring two key strategies:
YOUR TIME HORIZON When will you begin withdrawing money from your account and at what rate? If it’s many years away, there may be more time to weather the market’s inevitable ups and downs and you may be comfortable with a portfolio that has a greater potential for appreciation and a higher level of risk.
YOUR RISK TOLERANCE How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It’s important to select investments that fit within your level of tolerance for this risk