What is your "Risk Score"?
Molette Investment Services uses an award-winning technology built on a Nobel Prize-winning framework that mathematically pinpoints your "Risk Score" and aligns your portfolio to match. Your "Risk Score" helps investors like you ensure that your portfolio aligns with the investment goals and expectations that you have set.
Take a few minutes to answer the questions below, we will follow up with you via phone to provide your personal Risk Score.
What is your name?
What is the best telephone number to reach you and provide your risk score?
A portion of my portfolio should be exposed to the returns and volatility associated with the stock market.
Would you expect a portion of your portfolio to be actively managed during periods of market volatility?
Should a portion of your portfolio be excluded from market movement during periods of market declines?
What is your investment time horizon? ( How long before you plan to retire?)
More than 10 years
Which of the following best describes your primary 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.
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?
10% or more
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 towards 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 portfoli
One year ago you purchased stock in a large multi-national corporation. It is now worth 30% 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.
Which portfolio are you most comfortable with: $100,000 Invested for 5 Years?
Portfolio 1 Worst case: $70,000 Best case: $300,000
Portfolio 2 Worst Case: $95,000 Best Case: $150,000
Portfolio 3 Worst Case: $90,000 Best Case: $175,000
Portfolio 4 Worst Case: $80,000 Best Case: $250,000
Portfolio 5 Worst Case: $85,000 Best Case: $225,000
What is the current value of your invest-able assets?
What was your dart score?
Send me a copy of my responses.
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