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Risk Profile
Please answer the questions on the risk profile after reading carefully ALL the information on the Myers Capital Management Website about the questions.
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What Is Your Name
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Your answer
Today's Date
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YYYY
Range of Typical Returns For Various Risk Profiles: 1/1/1990 - 12/31/2021
During any 12-month period, returns on portfolios with exposure to the stock market can vary dramatically (see chart above). Given this variability and your initial investment of $100,000, please select the typical range of potential gains and losses with which you are most comfortable. Make sure you read the information and charts posted on my website before answering this question!
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Range of $15,370 to -$3,102
Range of $17,537 to -$4,188
Range of $21,589 to -$8,669
Range of $25,040 to -$13,299
Range of $27,885 to -$15,928
Range of $31,649 to -$20,036
How much could your investments decline, with no relief in sight, before you sold all or most of your investments in stocks?
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-$15,000
-$25,000
-$35,000
-$45,000
-$50,000
-$55,000
Even if you have very little confidence in your forecast, pick your best guess at the most likely return for the stock marketover the next 12 months.
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Less than -10%
Between -10% and 10%
Between 10% and 20%
More than 20%
No Expectations
How old are you?
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Younger than 50
50-59 years old
60-69 years old
70-79 years old
If you expect to withdraw a significant portion (at least 1/3) of your account for any purpose (e.g. a new house, children’seducation, a boat, etc.) other than retirement spending, when is it likely to be?
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Immediately
Within 5 years
5-15 years from now
15+ years
Never
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