•  

    Risk Assessment Questionnaire

    DEVELOPING YOUR INVESTMENT PROFILE

    goals and ask yourself these questions:

    How much risk should I take?
    What is my proper asset allocation?
    What are the appropriate investments for my portfolio?

     

  •  -
  • Given your objectives, when will you expect to begin making withdrawals?
  • Once you begin making withdrawals, how long will the money need to last?
  • It is important for you to:
  • At the beginning of the year, you have $100,000 invested. The graph below shows the performance of ve different hypothetical portfolios. Each bar gives the range of potential values at the end of one year. Which portfolio are you most comfortable with?
  • Image field 58
  • Which statement best describes your toler- ance for investment risk with respect to your investment program?
  • If you had money invested in a diversied portfolio and the stock market took a down turn, when would you sell your riskier invest- ments and put the money in safer assets?
  • I would describe my risk /return profile as follows. Please reference the visual below.
  • Image field 59
  •  
  • Should be Empty: