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Risk - Reward Profiler
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NOTE:
Take the Risk-Reward Profiler now to get a quick assessment of your risk profile. Learn about your “emotional” risk tolerance (versus your "cognitive" risk tolerance) - a discrepancy here may lead to impulsive trading, indecision, or inadequate risk taking during market volatility. If you request, a full report is emailed both to you and your financial planner. This risk profile tool is FREE, confidential, has 14 questions, and requires less than 10 minutes to take.
Q1. I have ___ years of investing experience
None
1-5
6-10
11-20
20+
Q2. My knowledge of investing is at the level of:
professional with more than 10 years experience
professional with less than 10 years experience
highly educated individual investor
average
novice
Q3. To retire comfortably, I need to earn income for ____ more years:
None
1-10
11-20
21-30
31+
Q4. Over the next year, I expect my net worth to
decrease or stay flat
increase 0-10%
increase 11-20%
increase 21-40%
increase greater than 40%
Q5. Consider the following gamble. The flip of a coin will determine the change in your net worth over the next year. Which would you choose (50% odds of either outcome)?
(-2.5% or +5%)
(-5% or +10%)
(-10% or +20%)
(-20% or +40%)
(-40% or +80%)
Q6. On average, I hold investments for _____ years:
Less than 1/2
1/2-1
1-2
3-5
5+
Q7. For the prospect of higher returns in the long run, I can tolerate paper losses for _____ years
Less than 3 months
4 to 6 months
7 months to 12 months
1 to 2 years
3 years or more
Q8. I never change my investment plan, even during volatile or down markets.
Strongly disagree
Somewhat disagree
I don’t plan my investing
Somewhat agree
Strongly agree
Q9. I often second-guess my investment choices
Strongly disagree
Somewhat disagree
Neither agree nor disagree
Somewhat agree
Strongly agree
Q10. I usually check the value of my personal investments (not as part of my job)
intraday
once daily
every 2-3 days
weekly to monthly
quarterly
every year or less
Q11. To relieve the pressure I feel during sharp market downturns, I sometimes sell my losing investments.
Strongly disagree
Somewhat disagree
Neither agree nor disagree
Somewhat agree
Strongly agree
Q12. I feel regret about my past investing losses
Strongly disagree
Somewhat disagree
Neither agree nor disagree
Somewhat agree
Strongly agree
Q13. I get a thrill out of investing
Strongly disagree
Somewhat disagree
Neither agree nor disagree
Somewhat agree
Strongly agree
Q14. How excited do you become when considering the prospect of a very large gain?
Not at all
A little
Somewhat
Very
Extremely
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