Risk Tolerance Questionnaire

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Please enter your name. *

Describe your knowledge of investments? *

None

Limited

Good

Extensive

What kinds of investments have you made in the past? *

Select one statement that best describes your investment temperament. *

I am more interested in conserving capital than in seeking growth.

I am willing to accept moderate volatility in the value of my portfolio in exchange for greater income and/or growth potential.

I am willing to be more aggressive and face greater risk in order to pursue the possibility of above-average rates of return.

An investment decision involves both returns and risk – the higher the potential for returns, the greater the risk of high volatility of results, including loss. What influences you most when making an important investment decision? *

I am mainly influenced by potential gain.

I am more influenced by potential gain than by potential loss.

I am more influenced by potential loss than by potential gain.

I am mainly influenced by potential loss.

Which of the following would best describe your reaction to short-term fluctuations in your investment portfolio? *

I would be extremely uneasy about any fluctuations in the value of my investment portfolio.

I would be very concerned about short-term fluctuations in the value of my investment portfolio, but not to the extreme.

I would have some concern about short-term fluctuations in the value of my investment portfolio.

I would have very little concern about short-term fluctuations in the value of my investment portfolio.

Choose the statement that best reflects you. *

I would rather be out of the stock market when it goes down than in the market when it goes up. (i.e. I cannot live with the volatility of the stock market)

I would rather be in the stock market when it goes down than out of the market when it goes up (i.e. I may not like the idea, but I can live with the volatility of the stock market in order to earn market returns.)

If you could increase your chances of achieving all of your goals by taking more risk would you... *

Be unlikely to take more risk?

Be willing to take a little more risk with some of your money?

Be willing to take a little more risk with all of your money?

Be willing to take a lot more risk with all of your money?

What is the greatest loss you are willing to accept on any single investment? *

What is the greatest loss you are willing to accept on your entire portfolio? *

How long would you be prepared to wait to recover from a downward fluctuation in your portfolio? *

Less than one year

Between one and two years

Between two and three years

Over three years

Based on the following chart which investment portfolio would you be most likely to take? *

Portfolio A

Portfolio B

Portfolio C

Portfolio D

Portfolio E

The chart below depicts 5 different portfolios, each starting with a $10,000 investment, and the associated price movements over a 40-year period. Which investment portfolio would you be most likely to take? *

Portfolio A

Portfolio B

Portfolio C

Portfolio D

Portfolio E

Which statement best reflects your attitude about investing in the equity markets? *

I am unwilling to experience any reduction in the value of my investments.

I can tolerate infrequent, very limited declines (less than 10%) through difficult phases in a stock market cycle

I can tolerate limited declines (10-20%) through difficult phases in a stock market.

I can tolerate periods of moderately negative returns (declines of 20-35%) to achieve potentially higher investment returns and recognize and accept that negative returns could persist for a year and possibly longer.

I can tolerate periods of significant negative returns (greater than 35%) for the chance to maximize my long-term returns and recognize and accept that negative returns could persist for a year and possibly longer.

Please check each statement that you feel accurately reflects your attitude about investing (you may mark as many as you like). *

I am more concerned about protecting my assets than about growth

I prefer the ease of mutual funds to the uncertainty of trying to pick winning stocks

Professional advisors and mutual funds may achieve higher growth than I can

I am comfortable with investments that promise slow, long-term appreciation and growth

I don't brood over bad investment decisions I've made

I feel comfortable with aggressive growth investments

I don't like surprises

I am optimistic about my financial future

My immediate concern is for income rather than growth opportunities

I am a risk taker

I make investment decisions quickly and comfortably

I like predictability in my daily life

I usually pick the tried and true, the slow, safe but sure investments

I need to focus my investment efforts on reserve funds and insurance rather than growth

I prefer predictable, steady returns on my investments, even if the return is low

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