Risk Tolerance Questionnaire!

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Question 1: As an investor, knowing the values of your investments increase and decrease depending on market conditions, and the economy, how do you feel about unexpected decreases in the value of your investments?

As much as possible, I want to avoid a decline in my investments through market fluctuations. I know I will be sacrificing long-term growth in favor of the stability and safety of my investments.
A temporary decline of less than 5% is acceptable, although I would not want this to happen on a regular basis.
A temporary decline of 5-10% is acceptable to me.
A temporary decline of more than 10% is acceptable to me if it means I will generate higher long-term growth in my portfolio.
I am not concerned at all about temporary market declines and the impact they will have on the value of my investment portfolio. I am only interested in superior long-term growth of my investments.

Question 2: If you invest in the markets, occasionally, there will be temporary declines in the value of your portfolio. If a decline in the value of your portfolio persisted for some time, when would you become concerned?

I am concerned about any declines in the value of my portfolio regardless of how long or short the period is.
A decline in the value of my portfolio over a one-year period would concern me.
A decline in the value of my portfolio over a period of 2 years would concern me.
A decline in the value of my portfolio over a period longer than 2 years would concern me.
I am not concerned about declines in the value of my portfolio regardless of the timing, because I am focused on the long term.

Question 3:
If you could choose the pattern of returns for your portfolio, which of the following scenarios would you be most comfortable with?

Consistent returns year-to-year.
Some fluctuations in returns each year as long as the return is positive.
Fluctuating returns each year are acceptable, but I would be concerned if I had 2 years in a row of negative returns.
Fluctuating returns each year are acceptable as long as the return over 4-5 years meets my expectation.
I am indifferent to the pattern of returns generated by my investment because I am only concerned about the amount earned over the long-term.

Question 4:

What is your investment objective? More simply put, what are you trying to achieve by investing?

Protection of my savings.
Earn a reasonable level of income on my savings.
Earn a reasonable level of income and realize growth in the original investment.
Grow the original investment through capital appreciation.
Aggressively grow the original investment through capital appreciation.

Question 5:
"Net worth" is defined as: the estimated dollar total of everything you own minus everything you owe. How much of your total net worth does this investment account for?

A significant portion of my net worth. This investment is an important source of my current income, or it will become an important source of income in five years or less.
One of a number
of sources of net worth, but the most liquid source (e.g. The others may include a house or a pension fund). This investment is a source of income, or will become a source of income in five years or less.
A significant portion of my net worth, however I am not expecting to use this investment as a source of income for at least five years.
Not significant in terms of my net worth right now, but I expect it to be an important source of capital and income for my longer-term future.
Not significant in terms of my net worth right now, however I expect this investment to represent my primary source for capital and income for my longer-term future.

Question 6:
Relative to other assets you own, how significant is this investment?
Very significant in terms of a percentage of my net worth.
Significant in terms of my savings.
Important, but just one of a number of ways that I am accumulating wealth.
Not that significant now, but it is expected to be in the future.
Not that significant now, but I expect it to be one of my largest assets in the future.

Question 7:
The rate of return I expect on my investment is:
It doesn't matter as long as the investment is safe and it earns more than I would in a bank savings account or GIC.
At least 5% each and every year.
Over 5% ALMOST every year.
8-10% ON AVERAGE over a number of years.
The highest return possible in a diversified portfolio.

Question 8:
Please estimate how many years it will be before you will start withdrawing funds:
1 to 3 years
3 to 5 years
5 to 10 years
More than 10 years

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