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A Realco Partners Company
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The risk tolerance questionnaire will help you decide what level of risk is right for you.  Before submitting the questionnaire, you may wish to select "contact me" and fill out the email field, so we can discuss with you an investment strategy that meets your risk tolerance level.
1.  What is your primary investment objective?
2.  What is your investment time horizon?  (Time until you need to withdraw cash from your investments)
3.  What do you expect the total return of your portfolio to be?
4.  Considering the risk/return trade-off for an investment, which scenario best describes you?
5.  How far does the market have to fall before you sell some of the holdings in your portfolio?
6.  How important is it for your overall portfolio to perform in line with the popular market benchmarks, like the          S&P 500?
7.  Which situation best describes your return expectations from your portfolio?
8.  I believe my income stream is:
9.  Last year your statement showed that your $10,000 investment had grown to $12,900.  This year the account      value has fallen to $9,687.  Because of this you:
10.  One of your investments has an annual lifetime return of 8%.   But during the past five years, it has a                negative return of -1%.  What would you do?
Risk Tolerance Questionnaire
Highest Potential Returns
Growth of Capital
Growth of Income
Income
Preservation of Capital
More than 10 Years
5-10 Years
2-5 Years
1-2 Years
Less than 1 Year
> 15 %
10-15%
5-10%
0-5%
The potential rate of return is the most important factor
The potential rate of return is more important than risk
Risk is more important than rate of returm
Risk is the most important factor
Never, I will stay the course
Between 5-10%
Between 10-15%
Between 15-25%
Between 25-40%
Very important
Important
Not important
My return should significantly exceed inflation (Maximum risk)
My return should be slightly more than inflation (Moderate risk)
My return should keep pace with inflation (Minimum risk)
I just want to preserve my investment capital
Very stable
Somewhat stable
Not very stable
I have no income stream
Leave your money where it is and invest new money elsewhere
Do nothing.  Your goals haven't changed and you believe in the long term potential of your investments
Contribute more to this investment
Take your money out of this investment because you can't stomach the short term loss
Yes!  I would like more information about creating a portfolio that matches my rist tolerance.
Leave your money where it is and invest new money elsewhere
Do nothing.  Your goals haven't changed and you believe in the long term potential of your investments
Contribute more to this investment
Take your money out of this investment because you can't stomach the short term loss