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Years until retirement:
less than 10 years
10 to 24 years
25 to 39 years
more than 40 years
I am comfortable with the stock
market:
No
Neither Yes or No
Yes
If my investment dropped by
20%, I would:
Move my money out of the market
Figure out what happened, then make a move
Keep my money in the market
As an investor, I am:
Inexperienced / knowledgeable
Somewhat experienced / knowledgeable
Experienced / knowledgeable
Overall risk comfort level:
Low - I like stable investments
Moderate - I can accept some level of risk
High - I can accept risk to realize higher returns
Acceptable annual gain / loss
on a 1,000 investment
No loss, 20 gain
20 loss / 60 gain
100 loss / 200 gain
300 loss / 400 gain
Risk Tolerance Score
Asset Allocation Results
Stocks
Bonds
Cash