Risk Profile Questionnaire
Time Horizon
| 1. What is your current age? | Score | |
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Less than 45 45 to 55 56 to 65 66 to 75 Older than 75 |
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| 2. Household to begin withdrawing money from my investments in? | Score | |
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Less than 1 year 1 to 2 years 3 to 4 years 5 to 7 years 8 to 10 years 11 years or more |
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| 3. Once I begin withdrawing funds from my investments, I Household to spend all of the funds in? | Score | |
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Less than 2 years 2 to 5 years 6 to 10 years 11 years or more |
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| 4. When making a long-term investment, I Household to keep the money invested for? | Score | |
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1 to 2 years 3 to 4 years 5 to 8 years 9 to 10 years 11 years or more |
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Total Time Horizon Score (Questions 1-4)
Risk Tolerance
| 1. I would describe my knowledge of investments as? | Score | |
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None Limited Good Extensive |
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| 2. When I invest my money, I am? | Score | |
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Most concerned about my investment losing value Equally concerned about my investment losing or gaining value Most concerned about my investment gaining value |
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| 3. From Sep 2008 through Nov 2008, stocks lost more than 31% of their value. If I owned a stock investment that lost about 31% of its value in three months, I would? | Score | |
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Sell all of the remaining investment Sell some of the remaining investment Hold on to the investment and sell nothing Buy more of the investment |
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| 4. Generally, I prefer an investment with little or no ups or downs in value, and I am willing to accept the lower returns these investments may make. | Score | |
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Strongly disagree Disagree Somewhat agree Agree Strongly agree |
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| 5. When the market goes down, I tend to sell some of my riskier investments and put the money in safer investments. | Score | |
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Strongly disagree Disagree Somewhat agree Agree Strongly agree |
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| 6. From Sep 2008 through Oct 2008, bonds lost nearly 4% of their value. If I owned a bond investment that lost almost 4% of its value in two months, I would ? | Score | |
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Sell all of the remaining investment Sell some of the remaining investment Hold on to the investment and sell nothing Buy more of the investment |
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| 7. My current and future income sources (such as Salary, Social Security, Pension) are . . .? | Score | |
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Sell all of the remaining investment Sell some of the remaining investment Hold on to the investment and sell nothing Buy more of the investment |
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| 8. When it comes to investing in stock or bond mutual funds (or individual stocks or bonds), I would describe myself as . . .? | Score | |
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Very inexperienced Somewhat inexperienced Somewhat experienced Experienced Very experienced |
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Total Risk Tolerance Score (Questions 1-8)
