Investment Risk Assessment Tool

Evaluate your risk tolerance and make informed investment decisions

Your Investment Profile

Personal Information

What is your age? Select your age range Under 25 25 - 34 35 - 44 45 - 54 55 - 64 65 or older

What is your annual income? Select income range Less than $25,000 $25,000 - $50,000 $50,001 - $100,000 $100,001 - $200,000 More than $200,000

Investment Experience & Knowledge

How would you describe your investment knowledge?

Beginner (limited or no experience)

Intermediate (some experience)

Advanced (extensive experience)

How long have you been investing?

Less than 2 years

2 - 5 years

More than 5 years

Risk Tolerance

How would you react if your investment lost 20% of its value in a short period?

Sell all investments to prevent further losses

Sell some investments and keep the rest

Hold investments and wait for recovery

Invest more to take advantage of lower prices

What is your primary investment goal?

Preserve capital with minimal risk

Balance between growth and safety

Achieve maximum growth, accepting higher risk

Financial Situation

What percentage of your income do you save/invest regularly?

Less than 10%

10% - 20%

More than 20%

How would you describe your current financial stability?

Living paycheck to paycheck

Comfortable with some emergency savings

Financially secure with substantial savings

Your Risk Assessment

Low Risk Moderate Risk High Risk

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Recommended Investment Approach

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Disclaimer: This tool provides general guidance only and does not constitute financial advice. Consult with a qualified financial advisor before making investment decisions.

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