Investor Risk Profile by DevDoshMike | Feb 20, 2020 Welcome to your Investor Risk Profile Assessment Tool Time Horizon: I plan to begin making withdraws from my investment in - 5 years or less 6 - 10 years 11 - 20 years 21 years or more Time Horizon: Once I begin making withdrawals from my investment I will need the funds to last - Less than 5 years 5 - 10 years 11 - 15 years 16 years or more Perception of Risk: When you think of the word "risk" which of the following comes to mind first? Loss Uncertainty Opportunity Thrill Investment Knowledge: When it comes to investing I would describe my knowledge as - None Limited Good Extensive Investment Fluctuation: I am willing to accept some degree of fluctuation in my investment over time - Strongly disagree Disagree Agree Strongly Agree Risk and Inflation: I am willing to take on additional risk in order for my investments to keep pace with inflation - Strongly disagree Disagree Agree Strongly Agree Future Risk Perception: Assume that your financial plan is statistically likely to fail. Which of the following actions would you perceive as the most appropriate way to increase the likelihood of your financial plans success? Lowering your future expectations Saving more Selling assets Taking on more risk with your investment Short Term Gains and Losses: Assume that you had a portfolio with a balance of £100,000. Given the best and worst case returns for the four investment choices below, which would you prefer over the course of a one year period? £10,000 gain best case; £0 loss worst case; £4,500 average gain £18,000 gain best case; £12,000 loss worst case; £6,000 average gain £26,000 gain best case; £18,000 loss worst case; £8,000 average gain £35,000 gain best case; £30,000 loss worst case; £12,000 average gain Risk Need: Given your current financial situation, which of the following describes your need to take risk with your finances, in order to accomplish your primary goal? I need to take extremely little to financial risk to accomplish my goal I need to take little financial risk to accomplish my goal I need to take a moderate amount of financial risk to accomplish my goal I need to take considerable financial risk to accomplish my goal Time's up
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