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Investor Risk Questionnaire
How soon do you expect to start withdrawing funds from your investments?
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Within a year
1-3 years
4-6 years
7-10 years
More than 10 years
Once you start withdrawing, over what period do you plan to spend these funds?
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Less than 2 years
3-5 years
6-10 years
More than 10 years
If your investments were to decrease significantly (e.g., a 30% drop), what would be your likely action?
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Sell all of the remaining investment
Sell some, but not all of my investments
Keep all of my investments as they are
Invest more to take advantage of lower prices
Generally, I prefer an investment with little or no ups and downs and I am willing to accept lower returns.
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I strongly disagree
I disagree
I somewhat agree
I agree
I strongly agree
When the market goes down, I tend to sell some of my riskier investments and put money in safer investments.
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I strongly disagree
I disagree
I somewhat agree
I agree
I strongly agree
How much research do you conduct before making an investment decision based on advice from friends or relatives?
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I rarely follow their advice, preferring to rely on professional guidance or my own research.
I consider their advice but I also conduct my own research.
I usually follow their advice without doing much research.
If you could increase your chances of improving your returns by taking more risk, would you...
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Be willing to take a little more risk with some of your money.
Be willing to take a little more risk with all your money.
Be willing to take a lot more risk with some of your money.
Be willing to take a lot more risk with all your money.
Prefer not to take any additional risk.
The chart shows the highest 1-year loss and the highest 1-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 . . .
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Investment A (gain $593; loss -$164)
Investment B (gain $1,921; loss -$1,020)
Investment C (gain $4,229; loss -$3,639)
My current and future income sources (such as social security, pension) are.
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Very Unstable
Unstable
Somewhat Stable
Stable
Very Stable
How would you rate your knowledge and experience with investing?
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No Experience
Novice
Intermediate
Advanced
Expert
Your Investment Risk Score is:
0
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