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Investment Risk Strategy Quiz
A. What is your age?
 
20-29
30-39
40-49
50-59
60 or more
 
B. How many years will you have to achieve your financial goals?
 
25+
16-24
11-15
6-10
0-5
 
C. Market Risk
Many types of investments can involve significant ups and downs in the total value of your account, especially in the short term. Select how willing you would be to ride out the following losses in your account
 
Down 5 % or less
6-10 %
11-15 %
16-20 %
21 % or more
 
D. Knowledge
Select your answer to the following statement: "I am knowledgeable about investments and believe there are many advantages in investing in the stock market."
 
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
 
E. Risk/Reward Relationship
Pick your answer to the following statement: "I understand the trade-off between risk and potential reward, and I am willing to accept more risk in order to get the possible opportunity for higher growth."
 
Strongly Agree
Agree
Neutral
Disagree
Strongly Disagree
 
F. Other investments
You (or your spouse) may have other pensions or investments that will supply a security base for your retirement. Choose the importance of those other investments.
 
Very Substantial
Substantial
Moderate
Not a lot
Hardly anything

 
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