What Is Risk Tolerance?

Risk tolerance is the degree of variability in investment returns that you are willing to withstand in your financial planning. Risk tolerance is an important component in investing. You should have a realistic understanding of your ability and willingness to stomach large swings in the value of your investments.

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* 1. Contact Information

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* 2. What is the main goal for your investments?

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* 3. I expect to pull money from my investments in:

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* 4. Select your current net worth (excluding your primary residence):

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* 5. Please indicate your current annual household income:

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* 6. Please select the most complex investment you have owned, or would be comfortable owning:

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* 7. Which best describes your tolerance to risk?

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* 8. Imagine that an investment you own lost 30% of its value in 3 days. What would you do?

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* 9. You make an investment, planning to hold it for 5 years. It then loses 20% in its first year. How do you react?

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* 10. Suppose the stock market performs unusually poorly over the next decade, what would you expect from your investments?

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* 11. Which of these statements would best describe your attitude about the next three months' performance of your investments?

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