Answer these questions to get your Risk Score


  • I am patient with my investments and can accept periods of negative investment returns and portfolio losses.

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  • I consider myself an aggressive investor and seek above average investment returns.

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  • Not including the amount I plan to invest, I have adequate liquid assets to support myself and dependents for 6 months or more.

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  • I have prior investment experience with stocks and bonds and I understand the concept of investment risk.

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  • I am confident I will not need to withdraw money from my investments for at least 10 years.

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  • I expect a regular and stable income stream over the long term except from my investment income.

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  • I want to play an active role in managing my investments.

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  • There are more than two dependents who rely on my income and investment holdings for financial support.

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  • I get concerned if my investments fall in value day-to-day or month-to-month.

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  • My outstanding debt is low and my credit history is excellent.

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