Risk Tolerance Assessment

Answer a few questions to understand your investment style and get a suggested asset allocation.

How long do you plan to invest the money?

Less than 5 years

5-10 years

More than 10 years

How would you describe your investment knowledge?

Beginner

Intermediate

Expert

The stock market can go up and down. If your investments lost 10% of their value in a month, how would you feel?

Very uncomfortable, I would consider selling.

Somewhat uncomfortable, but I would hold on.

It's normal, I would see it as a buying opportunity.

What is your primary investment goal?

Capital preservation (protecting my money is most important).

Income generation (I need regular income from my investments).

Growth (I want to grow my capital over the long term).