Test Your Risk Tolerance

MANY FACTORS play into how much risk you can afford to have in your portfolio.  This worksheet is designed to get at some of those factors and demonstrate how their combination will affect your investment choices.

For more information, check out our Stocks Community Discussion Forum, or our Funds Community Discussion Forum.
1. Pick the option that is closest to the number of years until you retire.  If
you are currently retired, choose the option that reflects your current age.
 
Now answer the following questions, designed to test your risk tolerance. Your answers suggest what portion of your long-term retirement money should be invested in stocks.
 
2. The Dow Jones industrial average plunges 350 points in a single day and
experts are saying stocks will lose money in the coming decade.  I would:
 
3. Which of the following best describes you?
 
4. At work, I
 
5. Equity in my home and probable inheritances will provide
 
6. When it comes to investing in stocks, I have
 
How much of your long-term retirement money should you invest in stocks?

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