Investment Portfolio Questionnaire

Ability and Willingness to Take Risk

Your Score

Every “a” answer gets    5 points
Every “b” answer gets   3 points
Every “c” answer gets    1 point

Match your score below with the risk/reward profile.
Profile                             Score
Aggressive Growth         64 – 75
Growth                             52 – 63
Balanced                          41 – 51
Current Income              23 – 40
Capital Preservation      15 – 22            

 

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INVESTMENT PORTFOLIO QUESTIONAIRE

ABILITY AND WILLINGNESS TO TAKE RISK

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1. What is Your Email Address?

2 / 16

2. What is your current age?

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3. What is the current value of your investment portfolio?

4 / 16

4. What is the amount you are currently planning to invest?

5 / 16

5. What is your annual income (including investment income)?

6 / 16

6. What percentage of this income do you require to sustain your present lifestyle?

7 / 16

7. How many months of living expenses could be safely covered by your current liquid investments?

8 / 16

8. How far in the future would you anticipate the need to withdraw more than 20% of your portfolio?

9 / 16

9. How would you rate your knowledge of investments?

10 / 16

10. With which of the following investments would you feel most comfortable? (choose one)

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11. What is the factor you would consider most important before choosing an investment?

12 / 16

12. In light of the other sources of income you may have, how would you like to use the earnings on your portfolio?

13 / 16

13. Which of the following best describes your attitude toward your investment income needs?

14 / 16

14. Indicate the amount of decline in principal you can tolerate in the short term (less than one year):

15 / 16

15. How important is protection of principal to you?

16 / 16

16. How important is the pursuit of capital gains to you?

Your score is

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