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Investment Profile Questionnaire
Your investment strategy requires thought and planning.
A very important factor to consider prior to investing any money is the length of time your investment will remain in the chosen vehicle. Mutual fund investments typically have a long-term horizon. Many investors diversify their investment dollars across several asset classes in an attempt to spread risk, buffer volatility and diversify the opportunities to achieve returns.
Diversification does not assure a profit or protect against loss.
Completing the questionnaire below can be a valuable step toward evaluating your continued approach to investing. The total score from your responses is a rough indication of how much risk you prefer in your investments from information you have provided. Keep in mind that this profile is intended to give you a start and doesn't cover all the issues that you should consider. Remember that your
first consideration
should be to make sure that all of your plans is properly protected.
What is your current age?
20 to 29
30 to 39
40 to 49
50 to 59
60+
When do you expect to start drawing income?
3 to 6 years
7 to 10 years
11 to 20 years
21 to 29 years
30+
For this investment, I intend to take:
Higher risk in return for potentially superior returns
Moderate to higher risk in return for potentially greater return
Moderate risk in return for some growth opportunity
Low risk in return for a little growth opportunity
Slight to no risk in return for general stability of principal
Assuming normal market conditions,
what would you expect from this investment over time?
To generally keep pace with the stock market
To slightly trail the stock market, but make a good profit
To trail the stock market, but make a moderate profit
To have some stability, but make modest profits
To have a high degree of stability, but make small profits
Suppose the stock market performs unusually poorly over the next decade.
What would you expect from this investment?
To also perform poorly
To make very little or nothing
To make a little gain
To make a modest gain
To make gains, regardless of the stock market's performance
Which of these statements would best describe your attitudes
about the next three years' performance of this investment?
I understand a loss of principal is a realistic possibility
I can tolerate a loss
I can tolerate a small loss
I'd have a hard time tolerating any losses
I need to at least see some return
Which of these statements would best describe your attitudes
about the next three month's performance of this investment?
I wouldn't worry about market fluctuations in that time frame
If my investment declined greater than 20%, I'd be concerned
If my investment declined greater than 10%, I'd be concerned
I can only tolerate small short-term fluctuations in my investment
I'd have a hard time accepting any investment declines
Simple but
Life Changing
Concepts
Financial Planning
Rule Of 72
Cost Of Waiting
Theory of Decreasing
Responsibility
Facts about Life Insurance
Pay Yourself First Formula
Dollar Cost Averaging
What's Your Plan B?
Three Accounts That You Need
Investment Profile Questionnaire
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