Investor Risk Profile
Please answer the questions below in order to help us understand your risk tolerance--one of the fundamental inputs to consider when planning your investment strategy. Choose the response that best describes you--there are no "right" or "wrong" answers. Thank you!
Name (Ex: John Smith) *
Your answer
Today's Date *
1. In general, how would you describe yourself as a risk taker? *
2. You are on a TV game show and can choose one of the following. Which would you take? *
3. You have just finished saving for a “once-in-a-lifetime” vacation. Three weeks before you plan toleave, you lose your job. You would: *
4. If you unexpectedly received $20,000 to invest, what would you do? *
5. In terms of experience, how comfortable are you investing in stocks or stock mutual funds or ETFs? *
6. When you think of the word “risk” which of the following words comes to mind first? *
7. Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hardassets) to increase in value; bond prices may fall, however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high interest government bonds.What would you do? *
8. Given the best and worst case returns of the four investment choices below, which would you prefer? *
9. In addition to whatever you own, you have been given $1,000. You are now asked to choose between: *
10. In addition to whatever you own, you have been given $2,000. You are now asked to choose between: *
11. Suppose a relative left you an inheritance of $100,000, stipulating in the will that you invest ALL the money in ONE of the following choices. Which one would you select? *
12. If you had to invest $20,000, which of the following investment choices would you find most appealing? *
13. Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors tofund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investmentif successful. If the mine is a bust, the entire investment is worthless. Your friend estimates thechance of success is only 20%. If you had the money, how much would you invest? *
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