Investment Risk Assessment Questionnaire

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?
Your Name*
First NameLast Name
Your Email*
Your Cell*
Area CodePhone Number
Given your objectives, when will you expect to begin making withdrawals?
1-2 Years5-7 Years2-5 Years7-10 Years10 years or longer
Once you begin making withdrawals, how long will the money need to last?
I need it all at once in one lump sumFor one to five yearsFor six to 10 yearsFor 11 to 19 yearsFor 20 or more years
It is important for you to:
Avoid lossesKeep pace with inflationKeep pace with the stock marketOutperform the stock market
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?
Portfolio APortfolio BPortfolio CPortfolio DPortfolio E
Which statement best describes your toler- ance for investment risk with respect to your investment program?
I cannot tolerate any portfolio risk.Low Tolerance – I am more concerned with preserving the value of my portfolio than maximizing capital growth, and can tolerate declines in value through a market cycle.Medium Tolerance – I am comfortable with fluctuations in my portfolio, and the possi- bility of larger declines in value, in order to seek growth in my portfolio over time.High Tolerance – I am comfortable taking on high levels of portfolio risk, the possibil- ity of larger fluctuations; and substantial de- clines in the value of my portfolio in pursuit of higher levels of appreciation over time.
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?
At the first sign of a decline in value.After a large (more than 20%) and/or sustained (one year or more) decline in value.I wouldn’t sell any of my investments. I would continue to follow a consistent long- term investment strategy.
I would describe my risk /return profile as follows. Please reference the visual below.
AGGRESSIVEMODERATE AGGRESSIVEMODERATEMODERATE CONSERVATIVECONSERVATIVE
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