Risk Tolerance Questionnaire

Thank You For Taking The Risk Tolerance Questionnaire!

 

Your Risk Tolerance Score Is:

0

 

  • 0-10

    Conservative Investor

    Time until you begin withdrawing funds:
    0-5 years – Mix: 80% bonds, 10% stocks, 10% cash
    5-10 years – Mix: 60% bonds, 40% stocks
    More than 10 years – Mix: 50% bonds, 50% stocks

  • 11-20

    Moderate Investor

    Time until you begin withdrawing funds:
    0-5 years – Mix: 50% bonds, 50% stocks
    5-10 years – Mix: 40% bonds, 60% stocks
    More than 10 years – Mix: 20% bonds, 80% stocks

  • 21-25

    Aggressive Investor

    Time until you begin withdrawing funds:
    0-5 years – Mix: 20% bonds, 80% stocks
    5-10 years – Mix: 20% bonds, 80% stocks
    More than 10 years – Mix: 100% stocks