SWM Investor Survey Question Title * 1. I feel like my tolerance for investment risk for someone my age is Aggressive Moderate Conservative A mix of Aggressive and Moderate A mix of Moderate and Conservative Question Title * 2. When it comes to investments, what is most important to you? Maximizing Gains Minimizing Losses Both equally Question Title * 3. The stock markets in both the US and International Markets are often volatile. If your entire investment portfolio lost 10% of its value in a month during a market decline, what would you do?Your behavior during a market downturn is important to understanding your risk tolerance. Sell Everything Sell Some Stay the Course Buy More Other (please specify) Question Title * 4. In order for me to retire, my passive income from my investments (after-tax) would need to be 5000 per month 7500 per month 10000 per month 12500 per month 15000 per month 20000 per month 25000 per month 30000 per month Other (please specify) Question Title * 5. I understand the tax advantages of owning Exchange Traded Funds (ETFs) Yes No Somewhat Other (please specify) Question Title * 6. I am open to exploring real estate income strategies for retirement income Yes No Maybe Other (please specify) Question Title * 7. What annual rate of return do you want your portfolio to return over the long run? 2% Safe Allocation (CDs & Bonds only) 4%-5% Conservative Allocation 5-7% Moderate Allocation 8% plus Aggressive Allocation Other (please specify) Question Title * 8. My retirement goal is to build a portfolio of stocks, bonds, and real estate worth 1-2 Million 2-4 Million 3-5 Million 5-6 Million 7-10 Million Other (please specify) Question Title * 9. Info Name Email Address Phone Number Done
