Risk Tolerance Questionnaire

Please select a single answer for each of the following 11 questions. When you have completed the questionnaire please click the SUBMIT button.

Your answers to these questions are used to choose your target asset allocation, taking into account your investment goals and your tolerance for risk.

Your Name:

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(Question 1 of 11) I plan to begin taking withdrawals from this portfolio in...

Choose one:






 

(Question 2 of 11) I plan to spend the money in this portfolio over a period of...






 

(Question 3 of 11) When making a long term investment, I plan to hold the investment for...






 

(Question 4 of 11) From August 31, 2000 through March 31, 2001 stocks lost more than 25%. If I owned a stock investment that fell more than 25% in seven months, I would...





 

(Question 5 of 11) Generally, I prefer investments with little or no fluctuation in value and I am willing to accept the lower returns associated with these investments.






 

(Question 6 of 11) When the markets go down, I tend to sell some of my riskier assets and put the money in safer assets.






 

(Question 7 of 11) I would invest in a mutual fund based solely on a brief conversation with a friend coworker, or relative.






 

(Question 8 of 11) From January 31, 1999, through December 31, 1999, some bonds lost almost 9%. If I owned a bond investment that lost 9% in 11 months, I would...




 

(Question 9 of 11) The chart below shows the greatest one-year loss and the highest one-year gain on three different hypothetical investments of $10,000. "Given the potential gain or loss in any one year, I would invest my money in...




 

(Question 10 of 11) My current and future income sources (such as salary, Social Security, and pension plans) are...





 

(Question 11 of 11) When it comes to investing in stock or bond mutual funds (or individual stocks or bonds) I would describe myself as a/an...





 


 

Print Version of the Risk Questionaire (pdf)


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