Investments

Asset Allocation Questionnaire

This Portfolio Selection Questionnaire will help you determine what type of investor you are. Answer the following 8 questions and click the "View Results" button. Then convert your score into one of five investment strategies listed under the results.

Immediately
Within the next 3 years
3 to 6 years
6 to 10 years
10 to 15 years
More than 15 years

I expect to take a lump sum
Under 3 years
3 to 6 years
6 to 10 years
10 to 15 years
More than 15 years

I am looking for stability of my account balance and want to avoid any losses.
I am looking for stability of my account, but I can accept a low to moderate amount of fluctuation in my account if I can have more growth potential.
I am focused on growth. I am not concerned about moderate fluctuations each year.
I am focused on growth, and I am willing to accept a higher level of risk for higher returns.
I am seeking the most growth possible, and I am not concerned about fluctuations in the value of my account.
I am not sure what my investment objective should be.

I am very cautious about taking risks, and I want to avoid losses in my account.
I am somewhat cautious about taking risks, and I can handle relatively small losses in my account occasionally.
I am mixed between taking risks that are generally associated with greater account growth potential and the desire to minimize short-term losses in my account.
I am open to taking some risks for growth potential. I am less concerned about short-term (less than one year) losses or gains; I am looking more for long-term growth in my investments.
I am a risk taker and want to maximize the growth of my account over the next decade or longer. I am not concerned about short-term losses.
I am not sure what type of investor I am.

I strongly agree.
I agree.
I somewhat agree.
I disagree.
I strongly disagree.
I'm not sure.

-2.0% to 17.3%
-5.6% to 22.3%
-10.2% to 30.8%
-16.4% to 38.9%
-22.5% to 46.9%

$44,476 to $73,301
$41,376 to $80,084
$38,024 to $88,148
$32,937 to $98,855
$27,514 to $112,629


I would change my strategy to something with less volatility. This kind of market volatility make me very nervous—I don't want to be exposed to this type of risk again.
I would move most of my account into something a bit less risky. This kind of market volatility makes me nervous, but I would consider getting back into stock funds when it has quieted down.
I would probably move half of my stock portfolio balance into something with less market volatility, such as cash or bonds. This kind of market volatility makes me a little nervous, so I would rather reduce some of my stock exposure until the market has quieted down.
I would stick with my investments, but I would probably worry about meeting my retirement goals and watch my account balance very closely.
I would stick with my investment selections and would not make any changes. I have enough time and patience to ride it out.
I don't know what I would do.

active-arrow