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What type of Investor are you?

When choosing investments you need to consider:

A. Your time horizon. The amount of time you have before you retire and begin to withdraw your savings. For example, if you are many years away from retirement you may be able to invest in more risky investments that have significant appreciation potential. That's because you'll have more time to weather the inevitable ups and downs of the market.


B. Your risk tolerance. How you feel about risk. Some investments are more risky than others. It's important that you select investments you are comfortable with.


To help select investments that are right for you, start by completing this Personel Investor Profile. The following questionnaire addresses a number of important factors. Check the answers that apply. Based on your score, you'll be shown a recommended Investment Strategy.

1. I plan to begin withdrawing money from my investments for major needs such as retirement, child's education, home purchase, etc. within:

3 years (0 point)
3 - 5 years (3 points)
6 - 10 years (7 points)
11 years or more (10 points)

2. Once I begin withdrawing money from my investments, I plan to spend all of the funds within:

2 years (0 points)
2 - 5 years (1 point)
6 - 10 years (4 points)
11 years or more (8 points)

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