Investment Risk Assessment Questionnaire

Risk Assessment Questionnaire

DEVELOPING YOUR INVESTMENT PROFILE

goals and ask yourself these questions:

How much risk should I take?
What is my proper asset allocation?
What are the appropriate investments for my portfolio?
Your Name*

First NameLast Name
Your Email*
Your Cell*

Area CodePhone Number
1-2 Years5-7 Years2-5 Years7-10 Years10 years or longer
I need it all at once in one lump sumFor one to five yearsFor six to 10 yearsFor 11 to 19 yearsFor 20 or more years
Avoid lossesKeep pace with inflationKeep pace with the stock marketOutperform the stock market
Portfolio APortfolio BPortfolio CPortfolio DPortfolio E
I cannot tolerate any portfolio risk.Low Tolerance – I am more concerned with preserving the value of my portfolio than maximizing capital growth, and can tolerate declines in value through a market cycle.Medium Tolerance – I am comfortable with fluctuations in my portfolio, and the possi- bility of larger declines in value, in order to seek growth in my portfolio over time.High Tolerance – I am comfortable taking on high levels of portfolio risk, the possibil- ity of larger fluctuations; and substantial de- clines in the value of my portfolio in pursuit of higher levels of appreciation over time.
At the first sign of a decline in value.After a large (more than 20%) and/or sustained (one year or more) decline in value.I wouldn’t sell any of my investments. I would continue to follow a consistent long- term investment strategy.
AGGRESSIVEMODERATE AGGRESSIVEMODERATEMODERATE CONSERVATIVECONSERVATIVE
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Digital Trust Open Ended Fund.
Should be Empty:

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