In order to assess your investing goals, please take a moment to fill out the following form with 11 questions
How long will you own this account?
Do you rely on your investments for income?
No, I'm looking for long term growth
No, but I will eventually need to my investments to generate income soon
Which of the following best describes your investment objective?
Preservation of principal
Generating current income
Growing the value of my investment with a low chance of short-term declines in portfolio value
Growing the value of my investment with a moderate chance of short-term declines in portfolio value
I am willing to lose larger sums of money in the short-term if I can enjoy potentially higher returns in the long-term.
Which portfolio are you most comfortable with: $100,000 invested for 5 years
Portfolio 1: Worse case $50,000 Best case $250,000
Portfolio 2: Worse case $95,000 Best case $120,000
Portfolio 3: Worse case $85,000 Best case $150,000
Portfolio 4: Worse case $65,000 Best case $210,000
Portfolio 5: Worse case $75,000 Best case $190,000
On January 1, 2001, you invested $100,000. On December 31, 2002, your statement showed your value was now $75,000. What would you ask your advisor to do?
Decrease the amount of risk in the portfolio
Compare your returns with market index returns
Do nothing, since I am investing for the long-term
Develop a more aggressive strategy to recoup my losses
What is your rate of return objective?
4% -6% per year
6% -8% per year
8% - 10% per year
10% or more per year
Investments with greater risks typically have a greater chance of short-term loss in any given year.Generally, the reward for assuming risk is a higher return over the long term. What is your focus:increasing returns, or reducing risk?
Primarily increasing returns while reducing risk
Primarily reduce risk while also increase returns
Which statement best describes your attitude to investing?
I am safety conscious, and I don’t want the value of my investments to decline at all.
I realize there are risks in investing, and I try to reduce them as much as possible.
I am willing to assume some investment risk to enhance the return potential of my portfolio.
I am willing to assume significant risk to maximize the possibility of higher returns of my portfolio.
One year ago you purchased stock in a large multi-national corporation. It is now worth30% less than you paid for it, but the company’s vital signs still look healthy. Your investment time horizon is 10 years. What would you do?
Sell the stock to avoid losing more.
Hold on and wait for the stock to rebound.
Buy more stock. If it was a good investment at the original price, it’s an even better one now.
After an intensive financial analysis, your advisor determines that you will not meet your financial goals without assuming additional risk in your investment portfolio. What would you do?
Reduce the dollar amount associated with the financial goal.
Increase your level of risk to have the best opportunity to achieve your financial goal.
A copy of your responses will be emailed to the address you provided.
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