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Investor Risk Tolerance Quiz


1. I plan on using the money I'm investing...

    After 7 years or more.
    between 3 and 6 years.
    within the next 3 years.
    within the next 6 months.
2. What percentage of my investable assets (not including home) does this investment represent_
    Less than 25%.
    Between 25-50%.
    Between 50-75%.
    Greater than 75%.
3. How do you expect your income will grow over the next 5 years_ "My income will...
    ...grow quickly."
    ...grow ahead of inflation."
    ...grow slowly or not at all."
    ...go down."
4. Do you have emergency savings_
    Yes.
    Yes, but less than I'd like.
    No.
5. I would feel comfortable risking ___% of my investable money if the chance of doubling it was ___%.
    ...10% and 10%.
    ...25% and 25%.
    ...50% and 50%.
    ...0% and 0%.
6. Have you ever invested in individual stocks or stock mutual funds before_
    Yes, and I was comfortable with it
    No, but I look forward to it.
    Yes, but I was uneasy with it.
    No, and I don't want to.
7. What do you want your money to do for you_
    Grow as fast as possible; current income not important.
    Grow faster than inflation; produce some income.
    Grow slowly and provide a nice income when I retire.
    Preserve principle, no matter what.


Your Quiz Score is

How risk tolerant are you_

4=Very conservative; 8=Conservative; 12=Moderate; 16=Above Average;
20=Aggressive; 24 or more=Very Aggressive

Quiz adapted from Lifestyle Magazine, July 1996