Risk Profile

Risk Profile

This questionnaire helps us get an understanding of what you're looking to achieve with your investments, how long you plan to invest, and how much risk you're comfortable taking. With that information, we can suggest a mix of investments that fits both your goals and how you personally feel about investing.
Name*

First NameLast Name
Email*
example@example.com
What is your age?*

Less than 4545 to 5556 to 6566 to 7576 or older
When do you expect to begin withdrawing money from your investment accounts?*

Less than 1 year from now1 to 2 years from now3 to 4 years from now5 to 7 years from now8 to 10 years from now11 or more years from now
When do you expect to need monthly or quarterly income from your investment accounts to pay for ongoing expenses and income needs?*

Not for at least 20 years from nowIn 10 to 20 years from nowIn 5 to 10 years from nowNot now, but within 5 yearsImmediately
Once you begin making withdrawals from your investment accounts, how long do you expect the withdrawals to last?*

I plan to take a lump sum distribution.1 to 4 years5 to 7 years9 to 10 years11 or more years
What is your goal for your investment account(s)?*

To grow aggressivelyTo grow significantlyTo grow moderatelyTo grow with cautionTo avoid losing money
Given typical market conditions, what are your expectations regarding the performance of your investments over the long term?*

To outperform the stock marketTo generally match the performance of the stock marketTo slightly underperform the stock market, while still generating a substantial profitTo lag behind the stock market slightly yet achieve a moderate profitTo prioritize stability while aiming for modest profitsTo prioritize a high level of stability while aiming for small profits
If the stock market experiences notably poor performance over the next decade, what outcome do you anticipate for your investment accounts?*

To lose moneyTo make very little or nothingTo achieve a small profitTo achieve a moderate profitTo be little affected by what happens in the stock market
Inflation reduces the future purchasing power of your investments. If your portfolio earns less than the inflation rate, your ability to buy goods and services may decline. Portfolios with higher returns typically carry more risk. Please select the option that best matches your comfort with risk.*

Expected to substantially outpace long-term inflation rates and involves a high level of risk.Expected to moderately outperform long-term inflation rates and carry a moderate to high level of risk.Expected to slightly outperform long-term inflation rates and entail a moderate level of risk.Expected to closely track long-term inflation rates and carry a low level of risk.
Investing involves balancing risk and return. Historically, investors achieving high long-term average returns have endured significant fluctuations in their portfolio's value and encountered more frequent short-term losses compared to those with more conservative investments. Given this context, which statement best reflects your investment objectives?*

Safeguard my account value. I am willing to accept lower long-term returns offered by conservative investments to minimize the risk of loss.Seek to minimize risk while aiming for slightly higher returns compared to those offered by more conservative investments.Strive to maintain a balanced approach, with moderate levels of risk in tandem with moderate levels of returns.Seek to optimize long-term investment returns. I am prepared to tolerate significant and sometimes dramatic fluctuations in the value of my investments.
Historically, financial markets have experienced periods of significant downturn. Let’s imagine your portfolio of $1,000 in a matter of 6 months, declines 20%, to $800, mirroring market conditions. In this circumstance, what would be your response?*

I would not change my investment.I would wait at least one year before changing to options that are more conservative.I would wait at least three months before changing to options that are more conservative.I would immediately change to options that are more conservative.
The following hypothetical results showcase four sample portfolios over a one-year holding period, detailing their best potential gains and worst potential losses. It's important to note that portfolios with the highest potential gains also carry the greatest potential for loss. Given this information, which portfolio would you prefer to maintain?*

Portfolio A: Possibility of gains reaching up to 45% with potential losses as low as -26%Portfolio B: Possibility of gains reaching up to 34% with potential losses as low as -20%Portfolio C: Possibility of gains reaching up to 26% with potential losses as low as -15%Portfolio D: Possibility of gains reaching up to 15% with potential losses as low as -7%
Which statement below best reflects your perspective on the expected performance of your investment accounts over the next three years?*

I do not mind if I lose money.I can tolerate a loss.I can tolerate a small loss.I would have a hard time tolerating any losses.I need to see at least a little return.
Which of these statements below would best capture your outlook on the anticipated performance of your investment accounts over the next three months?*

Who cares? A single calendar quarter holds little significance in the grand scheme of things.I would not be concerned about losses within that timeframe.If I experienced a loss exceeding 10%, I would become concerned.I can only endure minor, temporary losses.I would find it difficult to accept any losses.
I am willing to invest in strategies that might often see significant drops in value if there is the potential for greater returns.*

I agreeI disagreeI strongly disagree
Risk Score
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