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1. What time horizon do you have
for this account?
- Short Term (1-3 years)
- Medium Term (4-7 years)
- Long Term (More than 7 years)
2. In a particularly bad market,
you would tolerate a decline in portfolio value of:
- Less than 5%
- 5% - 10%
- 10% -15%
- 15% - 20%
- More than 20%
3. Very often there is a trade-off
between a strategy designed to produce the highest possible returns
over the long term and one that produces lower but consistent returns.
Which is better for your account?
- More Consistent Returns
- Higher Returns
4. What percent
of your total portfolio (all investments) does this represent?
- 80% - 100%
- 60% - 80%
- 40% - 60%
- 20% - 40%
- 0% - 20%
5. Which portfolio best reflects
your objective for this account?
- Low Risk – Projected
Return 6.46% and Downside Risk between 0% and 5%
-
Conservative Growth – Projected
Return 7.95% and
Downside Risk between 5% and 10%
- Moderate Growth – Projected Return 9.78% and
Downside
Risk between 10% and 15%
- Long Term Growth – Projected
Return 11.77% and
Downside Risk between 15% and 20%
- Aggressive Growth – Projected
Return 12.85% and Downside risk greater than 20%
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Review
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