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Risk Assessment Questionnaire
What is your current age (in years)?
Under 45
45-55
55-65
65-75
Over 75
How much can you lose in one year and not lose sleep at night?
I can't afford to lose money
Less than 5% in one year
6%-10% in one year
11%-15% in one year
I won't lose sleep - I'm in this for the long haul
When did you last check your investment performance?
I cannot remember
Within the past year
Within a month
Within 24 hours
Hourly
During the global financial crisis of 2007-2009, stocks lost 57% of their value from top to bottom. If you owned stocks that lost this amount in just a few months, you would:
Buy more of the investment
Hold the investment and do nothing
Sell a portion of the investment
Sell all of the investment
Which of the following risks or events do you fear most?
A loss of principal over any period of one year or less
A rate of inflation that exceeds my rate of return over the long term, because it will erode the purchasing power of my money
Portfolio performance that is insufficient to meet my goals
Portfolio performance that is consistently less than industry benchmarks
A missed investment opportunity that could have yielded higher returns over the long term, even though it entailed higher risk
I expect to start drawing income from this investment:
Not for at least 20 years
In 10-20 years
In 5-10 years
Not now, but within 5 years
Immediately
You have just finished saving for a "once-in-a-lifetime" vacation. Three weeks before you plan to leave, you lose your job. You would:
Cancel the vacation
Take a more modest vacation
Extend your vacation, because this might be your last chance to go first-class
For this investment, my goal is:
To grow aggressively
To grow with caution
To avoid losing money
Assuming normal market conditions, what would you expect from this investment over time?
To generally keep pace with the stock market
To trail the stock market, but make a decent profit
To have a high degree of stability, but only modest profits
Suppose the stock market performs unusually poorly over the next decade. What would you then expect from this investment?
I will be OK if I lose money
To make a small gain
To be little affected by what happens in the stock market
In addition to whatever you currently own, you have been given $2,000 to invest. Which would you choose?
A sure loss of $500
A 50% chance to lose $1,000 and a 50% chance to lose nothing
Which of these statements would best describe your attitude about the next three months' performance of this investment?
Who cares? One calendar quarter means absolutely nothing
If I suffered a loss of greater than 10%, I'd get concerned
I can tolerate only small short-term losses
In general, how would your best friend describe you as a risk taker?
A real gambler
Willing to take risks after completing adequate research
Cautious
A real risk avoider
Submit
You are on a TV game show and can choose one of the following. Which would you take?
$1,000 in cash
A 50% chance at winning $5,000
A 25% chance at winning $10,000
A 5% chance at winning $100,000
If you unexpectedly received $20,000 to invest, what would you do?
Deposit it in a bank account, money market account, or an FDIC-insured CD
Invest it in safe high quality bonds or bond mutual funds
Invest it in stocks or mutual funds
In terms of experience, how comfortable are you investing in stocks or stock mutual funds?
Not at all comfortable
Somewhat comfortable
Very comfortable
When you think of the word "risk" which of the following words comes to mind first?
Loss
Uncertainty
Opportunity
Thrill
Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hard assets) to increase in value; bond prices may fall, however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high-interest government bonds. What would you do?
Hold the bonds
Sell the bonds, put half the proceeds into money market accounts, and the other half into hard assets
Sell the bonds and put the proceeds into hard assets
Sell the bonds, put all the money into hard assets, and borrow additional money to buy more
Given the best- and worst-case returns of the four investment choices below, which would you prefer?
$200 gain best case; $0 gain/loss in 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
Suppose a relative left you an inheritance of $100,000, stipulating in the will that you invest ALL the money in ONE of the following choices. Which would you select?
A savings account or money market mutual fund
A mutual fund that owns stocks and bonds
A portfolio of 15 common stocks
Commodities like gold, silver, and oil
Imagine you were in a job where you could choose to be paid salary, commission, or a mix of both. Which would you pick?
All salary
Mainly salary
Equal mix of salary and commission
Mainly commission
All commission
Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors to fund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investment if successful. If the mone is a bust, the entire investment is worthless. Your friend estimates the chanc
Type option 1
Type option 2
Type option 3
Type option 4
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