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Thread 1616108 - Risk Tolerance Questionnaire
We cannot control how the market is going to perform, but we can control how much risk you take in your portfolio. Answer the questions to find out what your tolerance for risk is.
11
Questions
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1
When do you anticipate needing to use these assets?
Less than 2 years
2–5 years
6–9 years
10+ years
I do not have specific plans to use these assets at this time
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2
Once you begin using these assets, how long do youanticipate needing to draw income from this investment?
Less than 2 years
2–5 years
6–9 years
10+ years
I do not have specific plans to use these assets at this time
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3
What is your primary goal for this investment?
Minimize loss
Grow cautiously
Grow moderately
Grow significantly
Grow aggressively
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4
How important is it that your investments maintain their purchasing power (keep up with inflation)?
I am comfortable trailing inflation to minimize loss
I like my investments to keep pace with inflation
I would like my investments to moderatelyoutpace inflation
I would like my investments to significantlyoutperform inflation
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5
The potential for greater returns comes with the potential for greater losses. How do you feel about declines in the value of your portfolio?
I want to minimize loss and I understand I may sacrifice the potential for higher returns
I can tolerate some loss in order to pursue the potential for favorable returns
I can tolerate the risk of large short-term losses in my portfolio in pursuit of potential greater long-term gains
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6
What would you do if your portfolio declined 10% in less than two months?
Sell all my investments. I would be concerned about the risk of further loss in value
Sell some of my investments to reduce the risk in my portfolio
Hold all my investments. I would be comfortable "weathering the storm"
Buy more investments to take advantage of the value that a down market could present
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7
In any given year, how much loss in your portfolio couldyou tolerate?
I would only be comfortable with minimal loss
-5%
-10%
-20%
-30%
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8
Name
First Name
Last Name
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9
Email
example@example.com
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10
Phone Number
Area Code
Phone Number
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11
Type a question
First Name
Last Name
Please enter your email
Please enter your phone
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