Risk Tolerance & Investment Personality Assessment Section 1 Section 2 Section 3 Section 4 1. When you think about investing, what is your primary goal? Preserve my capital and avoid losses Achieve moderate growth over time Grow my investment aggressively 2. How would you react if your investments dropped 10% in a short period? Sell all investments immediately Hold and wait for recovery Buy more at the lower prices Next 3. What time frame do you plan to keep your investments? Less than 3 years 3 to 10 years More than 10 years 4. How comfortable are you with investment fluctuations? Not comfortable, I prefer steady returns Some fluctuations are acceptable Comfortable with wide fluctuations for better gains Previous Next 5. If you had $10,000 to invest, how would you allocate it? Mostly in savings or bonds Balanced between stocks and bonds Mostly in stocks or higher risk investments 6. How much investment experience do you have? None or very limited Moderate experience Extensive experience Previous Next 7. What best describes your investment knowledge? Basic Intermediate Advanced 8. Which statement best describes your reaction to investment risk? Avoid risk at all costs Accept moderate risk Willing to take high risks for high returns Previous Submit Your Investment Personality & Risk Tolerance Download Result as PDF
