Investor Risk Tolerance Questionnaire

Full Name

Email Address

1. What is your investment experience?

None
Beginner
Intermediate
Advanced

2. What is your primary investment goal?

Capital Preservation
Stable Income
Moderate Growth
Aggressive Growth

3. How would you react if your portfolio lost 20% in a short period?

Sell Immediately
Reduce Exposure
Hold and Wait
Buy More

4. What is your preferred investment time horizon?

Less than 1 year
1-3 years
3-5 years
More than 5 years

5. What percentage of your savings are you willing to invest in high-risk assets?

0%
10-20%
20-40%
40%+