GreenRock Risk Tolerance Assessment

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This form helps us understand your comfort level with investment risks and market fluctuations.

Full Name *

Phone Number *

Email *

Date of Birth *

YYYY

How would you prioritize the following investment goals?

Highest Priority

High Priority

Moderate Priority

Low Priority

Capital Preservation

Income Generation

Growth

Liquidity

Clear selection

How much experience do you have with investing in the stock market? *

How would you rate your understanding of different investment vehicles (e.g., stocks, bonds, mutual funds)? *

Very Limited

Excellent

If the market is down 30% this year, what would be your most likely action? *

Sell all investments until the market stabilizes.

Do nothing and maintain current investments.

Buy more with liquid cash and appreciated investments.

How comfortable are you with daily fluctuations of 1% in your portfolio value? *

Not at all comfortable

Very comfortable

We aim to double money every 2-3 years, which may involve an annual float range of 15-20%. How comfortable are you with this level of annual fluctuation? *

Which of the following investment statements best describes your approach? *

I prioritize capital preservation over high returns.

I am comfortable with moderate risk for potentially higher returns.

I am willing to take on significant risk for the highest possible returns.

I prefer investments with guaranteed returns, even if they are lower.

Required

When faced with an unexpected expense, which option would you be most comfortable with? *

Use Investments to cover the cost.

Use Emergency funds and replenish over time.

Take out a small loan.

It depends!

If you doubled your money in consecutive years, but then lost 50% year three, how would your confidence be affected? *

I would feel it, yes, but committed to the consecutive year performance and understand that is the risk/reward.

I would continue to add as planned on our long term financial plan.

I would immediately sell and leave the strategy!

Other:

What percentage of your investment portfolio are you comfortable allocating to high-risk assets? *

Please provide any additional comments or concerns regarding your risk tolerance.

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