Investor 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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