Risk Tolerance Questionnaire

Risk Questionnaire v1

Instructions for completion.

This is a form for helping me to understand what kind of risk tolerance you have as an investor.  I use this form to help me derive your personal context.  Each question is designed to help shape my understanding in different ways.  Just do your best to answer each question.  When you and I sit down at a later time, we can review them together and amend any that need to be changed.

Share with me about your time horizon

First, share with me about your time horizon.

When do you expect to start drawing income?
My current and future income sources (i.e. salary security or pension) are:
How would you respond to the following statement: "Aside from my portfolio, I have sufficient liquid assets to handle major expenses for the next 12 months"

What are your long-term goals and expectations?

Next, let's talk about your long-term goals and expectations.

What statement best describes your level of investment experience?
Please select the type of security with which you have had the most investment experience:
What is your goal for this investment?
Assuming normal market conditions, what would you expect from this investment over time?
Suppose the stock market performs unusually poorly over the next decade, what would you expect from this investment?
Over time, inflation can have a significantly negative impact on what your money can buy. By keeping pace with inflation, investors can maintain their buying power over time. Which of the following choices best reflects your attitude toward inflation and risk?

Help me identify your short-term risk attitude

Thirdly, help me identify your short-term risk attitude.

Which of these statements would best describe your attitudes about the next three years' performance of this investment?
Which of these statements would best describe your attitudes about the next three months' performance of this investment?

Lastly: Personal Information and Signature

Lastly, let's take note of some personal information and your signature.

0 of 1000 max characters
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