Risk Tolerance Questionnaire

Risk Tolerance Questionnaire

Please answer these questions so that your advisor can help you chart your investments to your tolerance to market risk.
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
A real gamblerWilling to take risks after completing adequate researchCautiousA real risk avoider
$1,000 in cashA 50% chance at winning $5,000A 25% chance at winning $10,000A 5% chance at winning $100,000
Cancel the vacationTake a much more modest vacationGo as scheduled, reasoning that you need the time to prepare for a job searchExtend your vacation, because this might be your last chance to go first-class
Deposit it in a bank account, money market account, or insured CDInvest it in safe high-quality bonds or bond mutual fundsInvest it in stocks or stock mutual funds
Not at all comfortableSomewhat comfortableVery comfortable
LossUncertaintyOpportunityThrill
Hold the bondsSell the bonds, put half the proceeds into money market accounts, and the other half into hard assetsSell the bonds and put the total proceeds into hard assetsSell the bonds, put all the money into hard assets, and borrow additional money to buy more
$200 gain best case; $0 gain/loss worst case$800 gain best case, $200 loss worst case$2,600 gain best case, $800 loss worst case$4,800 gain best case, $2,400 loss worst case
A sure gain of $500A 50% chance to gain $1,000 and a 50% chance to gain nothing
A sure loss of $500A 50% chance to lose $1,000 and a 50% chance to lose nothing
A savings account or money market mutual fundA savings account or money market mutual fundA mutual fund that owns stocks and bondsA portfolio of 15 common stocksCommodities like gold, silver, and oil
60% in low-risk investments, 30% in medium-risk investments, 10% in high-risk investments30% in low-risk investments, 40% in medium-risk investments, 30% in high-risk investments10% in low-risk investments, 40% in medium-risk investments, 50% in high-risk investments
NothingOne months' salaryThree months' salarySix months' salary
Source: Grable, J. E., & Lytton, R. H. (1999). Financial risk tolerance revisited: The development of a risk assessment instrument. Financial Services Review, 8, 163–181.
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