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Investment Risk Tolerance Quiz

Joseph Lee, CFP®

Lee Financial Planning

Co Workers

555-555-5555

Welcome.

This quiz helps measure your risk tolerance. This is an important issue to consider when developing your investment strategy.

 

For each question, please select the response that best describes you. We will calculate your risk tolerance profile based on your responses. 

What is your first name?

What is your last name?

What is your email address?

In general, how would your best friend describe you as a risk taker?

You are on a TV game show and can choose one of the following. Which would you take?

You have just finished saving for a “once-in-a-lifetime” vacation. Three weeks before you plan to leave, you lose your job. You would:

If you unexpectedly received $20,000 to invest, what would you do?

In terms of experience, how comfortable are you investing in stocks or stock mutual funds?

When you think of the word “risk,” which of the following words comes to mind first?

Some experts are predicting the value of assets such as gold, jewels, collectibles and real estate (hard assets) will rise, while bond prices may fall. However, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high-interest government bonds. What would you do?

Given the best and worst case returns of the four investment choices below, which would you prefer?

In addition to whatever you own, you have been given $1,000. You are now asked to choose between

In addition to whatever you own, you have been given $2,000. You are now asked to choose between:

A relative left you an inheritance of $100,000, stipulating in the will that you invest all the money in one of the following choices. Which one would you select?

If you had to invest $20,000, which of the following investment choices would you find most appealing?

Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors to fund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investment if successful. If the mine is a bust, the entire investment is worthless. Your friend estimates the chance of success is only 20%. If you had the money, how much would you invest?

Thank you! Your results have been submitted. We are analyzing your responses.

Please review your responses.

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