Please Note: Survey results are to be used as a guideline ONLY and we encourage you to retake the survey on a yearly basis to reassess your investor type.

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* 1. I do not need a high level of current income from my investments. I am more interested in their long-term growth potential.

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* 2. I am concerned about the effects of inflation on my investments.

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* 3. I am comfortable holding onto an investment when it drops sharply in value.

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* 4. I am willing to accept a lower return on my investments if I can avoid significant volatility.

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* 5. I plan on using the money I am investing ...

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* 6. What percentage of your assets are you currently investing (excluding the value of your home)?

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* 7. My most important investing goal is to ...

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* 8. My primary source of income is ...

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* 9. The worst loss I would be comfortable accepting on my investments is ...

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* 10. If the stock market suddenly declined by 15%, my reaction would most likely be ...

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* 11. I expect to retire in ...

0 of 11 answered
 

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