World-Class Global Portfolios for Today's Investor

Investor Questionnaire

Question 1. I plan to begin taking money from my investments in...

1 year or less
1-2 years
3-5 years
6-10 years
11-15 years
More than 15 years

Question 2. As I withdraw money from these investments, I plan to spend it over a period of...

2 years or less
3-5 years
6-10 years
11-15 years
More than 15 years

Question 3. When making a long-term investment, I plan to keep the money invested for...

1-2 years
3-4 years
5-6 years
7-8 years
More than 8 years

Question 4. From September 2008 through November 2008, stocks lost more than 31% of their value. If I owned a stock investment that lost about 31% of its value in three months, I would...

Sell all of the remaining investment
Sell some of the remaining investment
Hold on to the investment and sell nothing
Buy more of the investment

Question 5. Generally, I prefer an investment with little or no ups or downs in value, and I am willing to accept the lower returns these investments may make.

I strongly disagree
I disagree
I somewhat agree
I agree
I strongly agree

Question 6. When the market goes down, I tend to sell some of my riskier investments and put the money in safer investments.

I strongly disagree
I disagree
I somewhat agree
I agree
I strongly agree

Question 7. Based only on a brief conversation with a friend, coworker, or relative, I would invest in a mutual fund.

I strongly disagree
I disagree
I somewhat agree
I agree
I strongly agree

Question 8. From September 2008 through October 2008, bonds lost nearly 4% of their value. If I owned a bond investment that lost almost 4% of its value in two months, I would... (If you owned bonds during this period, please select the answer that matches your actions at that time.)

Sell all of the remaining investment
Sell some of the remaining investment
Hold on to the investment and sell nothing
Buy more of the investment

Question 9. The chart below shows the highest one-year loss and the highest one-year gain on three different hypothetical investments of $10,000.* Given the potential gain or loss in any one year, I would invest my money in...

Investment A
Investment B
Investment C

Question 10. My current and future income sources (such as salary, Social Security, pension) are...

Very unstable
Unstable
Somewhat stable
Stable
Very stable

Question 11. When it comes to investing in stock or bond mutual funds (or individual stocks or bonds), I would describe myself as...

Very inexperienced
Somewhat inexperienced
Somewhat experienced
Experienced
Very experienced

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