Investment Risk Tolerance Quiz Form
Determine your investment risk tolerance with this quick, assessment-style quiz.
How long do you plan to keep your investments before needing to access the money?
*
Less than 1 year
1–3 years
3–5 years
5–10 years
More than 10 years
If your investments lost 20% of their value in a short period, what would you most likely do?
*
Sell all investments to avoid further loss
Sell some investments
Do nothing and wait for recovery
Buy more at lower prices
How would you describe your investment knowledge?
*
None
Basic
Moderate
Extensive
How comfortable are you with taking investment risks to potentially achieve higher returns?
*
Not comfortable
1
2
3
4
Very comfortable
5
1 is Not comfortable, 5 is Very comfortable
What is your primary investment objective?
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Preserve capital
Generate income
Grow assets moderately
Aggressive growth
How would you react if your investment value fluctuated significantly over a short period?
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Very anxious
Somewhat concerned
Not concerned
How much of your total savings would you be willing to invest in higher-risk assets?
*
None
Up to 10%
10%–25%
More than 25%
Rate your willingness to accept short-term losses in exchange for potential long-term gains.
*
Not willing
1
2
3
4
Very willing
5
1 is Not willing, 5 is Very willing
Which statement best describes your reaction to investment news headlines?
*
I feel the need to act immediately
I sometimes worry but rarely act
I stay focused on my long-term plan
How often do you review or make changes to your investment portfolio?
*
Frequently (monthly or more)
Occasionally (a few times a year)
Rarely (once a year or less)
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