Risk Assessment Questionaire Welcome to your Risk Assessment Questionaire Name Business Email Phone Number My Current age is less than 30 31 - 40 41 - 50 51 - 64 65 or olderYour new question!I expect to start drawing from this investment in over 20 years in 11 to 20 years in 6 to 10 years within 5 years immediatelyFor this investment my goal is To achieve returns significantly higher than the rate of inflation To achieve returns well above the rate of inflation To achieve returns marginally above the rate of inflation To keep up with inflation To avoid losing capitalWhat is your feeling about losses within your portfolio? I would take the opportunity to increase my investments when the portfolio is in a loss situation I can accept decreases in the value of my portfolio I am uncomfortable with a decrease in value, but will accept it I would be uncomfortable with a loss Any loss is unacceptableWhich of the following statements best expresses your feelings towards returns for the next 10 years? I can accept high volatility in order to achieve high returns I can accept above average volatility in order to achieve above average returns I am comfortable with a small amount of volatility in order to outperform bank deposits Preserving capital is a key priority, but i can accept some volatility to increase my return Avoiding any form of risk is more important than pursuing a better return than the bankWhich of these statements best describes your attitude to the performance of this investment over the next three years? I don't mind if i lose money over this period I can tolerate a loss I can tolerate a small loss I would have a hard time tolerating any losses I would need to see at least a little returnWhich of these statements best describes your attitude to the investment's performance over the next three months? Who cares? Once calendar quarter means nothing I wouldn't worry about losses in that time frame If I suffered a loss of greater than 10%, I would get concerned I can only tolerate small short-term losses I would have a hard time stomaching any lossesTime is Up!
