Investor Risk Profile Analysis Question Title 1. I plan to begin withdrawing money from my investments in: Less than 3 years 3-5 years 6-10 years 11 years or more Question Title 2. Once I begin withdrawing funds from my investments, I plan to spend all of the funds in: Less than 2 years 2-5 years 6-10 years 11 years or more Question Title 3. I would describe my knowledge of investments as: None Limited Good Extensive Question Title 4. When I invest my money, I am: Most concerned about my investment losing value Equally concerned about my investment losing or gaining value Most concerned about my investment gaining value Question Title 5. Select the best representation of investments you would be comfortable owning: CD’s, money markets, bonds or bond funds The above plus domestic stocks or domestic stock funds The above plus international stocks or international stock funds The above plus options, active trading, futures or margin Question Title 6. Consider this scenario:Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do? Sell all of my shares Sell some of my shares Do nothing Buy more shares Question Title 7. Review the chart below:We've outlined the most likely best-case and worst-case annual returns of five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?Figures are hypothetical and do not represent the performance of any particular investment. Plan Average annual return Best-case Worst-case A 7.2% 16.3% -5.6% B 9.0% 25.0% -12.1% C 10.4% 33.6% -18.2% D 11.7% 42.8% -24.0% E 12.5% 50.0% -28.2% A B C D E Question Title 8. What is your first name? Question Title 9. What is your last name? Question Title 10. At what email address would you like to be contacted? Done
