Investor Quick Risk Tolerance Assessment

1. How would you describe your investment experience?

• Minimal to no experience
• Some experience
• Moderate experience
• Extensive experience

2. When investing, how do you feel about the possibility of losing money in the short term?

• Very uncomfortable
• Uncomfortable
• Neutral
• Comfortable

3. What is your primary investment goal?

• Capital preservation
• Steady income
• Growth and income
• Aggressive growth

4. How would you react if your investment dropped 20% in value in a short period?

• Sell all investments immediately
• Reassess and reduce risk
• Hold and wait for recovery
• Buy more to take advantage of lower prices

5. What is your expected investment horizon?

• Less than 3 years
• 3 to 5 years
• 5 to 10 years
• More than 10 years

6. How much volatility can you tolerate in your portfolio for potential higher returns?

• Minimal volatility (blue line)
• Low volatility (green line)
• Moderate volatility (yellow line)
• High volatility (red line)

7. How often do you monitor your investment portfolio?

• Rarely, only once or twice a year
• Occasionally, every few months
• Regularly, at least monthly
• Frequently, weekly or more