Risk Tolerance Survey
What kind of investor are you?
Name
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Email
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Which hypothetical investment would you choose?
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High 8% Average 4% Low: 0% No Risk
High 16% Average 6% Low: -9%
High 24% Average 8% Low: -16%
High 33% Average 10% Low: -24%
High 42% Average 12% Low: -33%
What would you do if your selected investment of choice experienced a low percentage return?
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I selected Investment A (High: 8%, Average: 4%, Low: 0% No Risk)
Sell the investment; I cannot tolerate any losses.
I would consider making changes to my investment.
Maintain my current investment because I understand there are market fluctuations.
I would consider the decline as an investment opportunity and add to my investment.
Which statement do you identify with most?
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Even if my investment goal is many years away, I’d rather accept a lower rate of return than put my investment at risk.
I prefer that the majority of my portfolio be invested in lower-risk investments.
I would accept more risk in an effort to achieve potentially higher long-term returns.
I would accept a maximum amount of risk or loss of my principal for a potential long-term maximum return.
Which statement best describes your experience as an investor?
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I have little savings and I am new to investing.
I have savings, CDs or annuity experience, but no variable return experience.
I have been investing in mutual funds, stocks, bonds or other variable investments for 1 to 3 years.
I have been investing in mutual funds, stocks, bonds or other variable investments for 3 to 10 years.
I have been investing in mutual funds, stocks, bonds or other variable investments for more than 10 years.
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