Simple Risk Quiz (Advisor)

Investment Risk Profile Quiz

Answer eight questions about your financial capacity, investing horizon, and comfort with market losses.

1 When do you expect to need a meaningful portion of this money?

2 How dependent are you on this portfolio for near-term spending?

Essential withdrawals soon Regular withdrawals likely Occasional withdrawals possible Unlikely to need it No expected withdrawals

3 How many months of essential expenses are held outside this portfolio?

4 How stable is your income and your ability to delay this investment goal?

Unstable and inflexible Somewhat unstable Stable but fixed goal Stable and flexible Very stable and flexible

5 If the portfolio fell 20% in a few months, what would you most likely do?

Sell all investments Sell some investments Hold the portfolio Invest a little more Invest substantially more

6 What temporary six-month decline could you tolerate without changing the plan?

7 How would you describe your investment experience?

8 Which statement best matches your investment priority?

Preserve principal Mostly stability Balance growth and stability Prioritize long-term growth Maximize growth potential