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Risk Tolerance Questionnaire

Eight questions to assess your investment comfort level and suggest a portfolio allocation suited to your temperament and goals.

Question 1 of 8

How long before you expect to need most of these funds?

Less than 3 years 3–7 years 7–15 years More than 15 years

Question 2 of 8

If your portfolio dropped 25% in value over three months, you would:

Sell everything to prevent further losses Sell some holdings to reduce risk Hold steady and wait for recovery Buy more while prices are low

Question 3 of 8

What is your primary investment goal?

Preserve the value I already have Generate steady, reliable income Moderate growth with some stability Maximum long-term growth

Question 4 of 8

Which investment scenario would you choose?

Guaranteed 3% return annually 50% chance of 8%, 50% chance of 2% 50% chance of 15%, 50% chance of −3% 50% chance of 25%, 50% chance of −12%

Question 5 of 8

What portion of your total savings does this investment represent?

Almost all of it — my primary financial resource More than half of my savings About half A small portion — I have significant other assets

Question 6 of 8

How stable is your income and employment?

Uncertain or highly variable Somewhat stable Stable employment with reliable income Multiple income sources — very stable

Question 7 of 8

How would a 30% portfolio decline affect your financial life?

It would be devastating to my lifestyle It would cause significant financial hardship It would be uncomfortable but manageable It would have little effect on my day-to-day life

Question 8 of 8

How would you describe your investment knowledge and experience?

Little to no investing experience Basic knowledge of stocks and bonds Comfortable with most investment types Experienced across multiple asset classes

This questionnaire is for educational purposes only. Risk tolerance is one input among many in building an investment strategy. Consult a financial advisor for personalised portfolio recommendations.

Risk Tolerance Questionnaire

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