Investment Questionnaire

Answer a few questions to determine your ideal asset allocation.

Basic Information

Your Age

Investment Time Horizon20 years

1 years40 years

If your portfolio lost 20% in a month, you would:

1 5

1 = Sell everything, 5 = Buy more

Your comfort with market volatility:

1 5

1 = Very uncomfortable, 5 = Very comfortable

Your investment knowledge level:

1 5

1 = Beginner, 5 = Expert

Need for regular income from investments:

1 5

1 = No income needed, 5 = High income needed

Risk ProfileAggressive

Risk Score10

Stocks90.0%

Bonds9.0%

Cash1.0%