CalRima Financial & Insurance Agency
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Investment Risk Questionnaire
Take a moment and tell us about your risk tolerance.
Your Age:
45-55
56-65
66-75
Over 75
I expect to start drawing income from this investment:
Not for at least 20 years
In 10 to 20 years
In 5 to 10 years
Not now, but within 5 years
Immediately
For this investment, my goal is:
To grow aggressively
To grow significantly
To grow moderately
To grow with caution
To avoid losing money
Assuming normal market conditions, what would you expect from this investment over time?
To generally keep pace with the stock market
To slightly trail the stock market, but make good profit
To trail the stock market, but make a moderate profit
To have some stability, but make modest profits
To have a high degree of stability, but make small profits
Suppose the stock market performs unusually poorly over the next decade, what would you expect from this investment?
To make nothing and even loose money
To make very little or nothing
To make out a small gain
To modest gain
To be little affected by what happens in the stock market
Which of these statements best describe your attitudes about the next three years’ performance of this investment?
I Don’t mind if I lose money
I can tolerate a loss
I can tolerate a small loss
I'd have a hard time tolerating any losses
I need to see at least a little return
Which of these statements best describe your attitudes about the next three months’ performance of this investment?
Who cares? One calendar quarter means absolutely nothing
I wouldn’t worry about losses in that time frame
If I suffered a loss of greater than 10% I’d get concerned
I can tolerate only small short-term losses
I’d have a hard time stomaching any losses
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