Answer nine easy questions to determine your risk tolerance and associated investment portfolio allocation.
Investment Risk Tolerance Questionnaire
Investment Risk Tolerance Questionnaire Definitions
- Investment questions
- Answer the investment questions as accurately as possible. Each answer has an assigned point value. The total points generated from all answers is used to determine the type of investment profile with the best match. Please note that this should be used only as a starting point for your investment strategy and allocation.
- Asset classes
- This calculator uses multiple asset classes to allocate a portfolio. The asset classes span different types of cash, bonds and equities.
- Investor Profile
- The suggested investor profile provides a guide to your allocation of investment classes.