When markets start to reflect significant fluctuations, investors understandably become more attentive to their portfolios. During these times, you may begin to ask if you are invested appropriately to weather the market changes.
Questions are based around 5 U.S. benchmark events:
Our Risk Questionnaire is a data-based tool that may facilitate a deeper understanding of what your investments are and how much risk you are willing to be exposed to. The results from your questionnaire will assign you a Risk Number between 1 and 99; the scale equates 1 with the lowest risk tolerance and 99 with the highest.
Investor characteristics vary with each individual and financial situation. This should be used for illustrative purposes only as a tool to help you understand the general Risk Number scale.
Risk Number: 44
Risk Tolerance: Moderate
Age: 40s to early 60s
Objective: Total Return or Growth
Risk Number: 81
Risk Tolerance: Significant
Age: 20s to Mid-30s
Objective: Aggressive Growth
Risk Number: 63
Risk Tolerance: Moderate Aggressive to Aggressive
Age: Mid-30s to Early 50s
Risk Number: 27
Risk Tolerance: Conservative
Objective: Capital Preservation or Income
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