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Personal Investor Quiz
This questionnaire is designed to help you assess your Risk Profile. Select what seems to be the most appropriate response for each question. In most cases, there are no “right” or “wrong” answers. To get an accurate score, you must answer each question.
I prefer to respond anonymously:
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To obtain above-average returns on my investments, I am willing to accept above-average risk of investment losses





Staying ahead of inflation is more important to me than maintaining stable principal values





If an investment loses money over the course of a year, I can easily resist the temptation to sell it





I do not plan on withdrawing my retirement money for major expenses before I retire





I consider myself knowledgeable about economic issues and personal investing.





When do you plan to retire?





Plan Participant

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