Risk Tolerance Assessment Tool Risk Tolerance Assessment Tool Age: Investment Goals: Retirement Buying a Home Education Fund General Investment Investment Horizon (in years): How would you feel if your investment loses 20% in a year? Very uncomfortable Somewhat uncomfortable Neutral Comfortable Very comfortable How much risk are you willing to take for a higher return? Not willing to take much risk Moderately willing to take risk Somewhat willing to take risk Very willing to take risk What is your reaction to market volatility? I get nervous and want to sell I stay cautious but do not sell I stay calm and see it as an opportunity I embrace market fluctuations and hold steady Assess Risk Tolerance Download PDF
