Check Your Risk Profile

ASSESS YOUR RISK PROFILE

1

Current age?

Less than 45
45 to 55
56 to 65
66 to 75
Older than 75
2

Expected time before drawing income?

Not for at least 20 years
In 10 to 20 years
In 5 to 10 years
Not now, but within 5 years
Immediately
3

Primary goal for investment?

To grow aggressively
To grow significantly
To grow moderately
To grow with caution
To avoid losing money
4

Assuming normal market conditions, what would you expect from this investment over time?

To generally keep pace with the stock market
To slightly trail the stock market, but make a good profit
To trail the stock market, but make a moderate profit
To have some stability, but make modest profits
To have a high degree of stability, but make small profits
5

If the capital market underperforms over the next decade, what would be your expectation from this investment?

To lose money
To make very little or nothing
To Take out a little gain
To make a modest gain
To be little affected by what happens in the stock market
6

Below statement that best describes your attitude about the next three years' performance of this investment?

I don't mind if I lose money
I can tolerate a loss
I can tolerate a small loss
I'd have a hard time tolerating any losses
I need to see at least a little return
7

Below statement that best describes your attitude about the next three months' performance of this investment?

Who cares? One calendar quarter means nothing.
I wouldn't worry about losses in that time frame
If I suffered a loss of greater than 10%, I'd get concerned
I can only tolerate small short-term losses
I'd have a hard time accepting any losses

You are a Risk Taker.

Interested to Invest?
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