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| 1: If higher returns on my investments were needed to meet my goals, I would: |
| Feel comfortable with investments that might occassionally decline in value in a given year. |
| Feel comfortable with investments that might have frequent declines in value in a given year as long as the average return is higher over time. |
| Not feel comfortable putting my money into investments that could decline in value in any given year. |
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| 2: If an investment that I owned in the stock or bond market dropped in value by 10% while other similar stocks or bonds did not decline or even went up, I would most likely be inclined to: |
| Want to move my money into another investment |
| Consider buying more of the investment |
| Leave things as they were |
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| 3: If I were on a TV game show and I were given three choices, the choice I would most likely make would be: |
| A one-in-five chance of receiving $10,000 if I could guess which one of five possible boxes had the $10,000 hidden in it |
| A guaranteed $1,000, combined with a 50/50 chance for an additional $2,000 if I could guess which one of two possible boxes had the $2,000 hidden in it |
| A guaranteed $2,000 |
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| 4: When I consider my overall investment situation, the most important objective for me is to: |
| Achieve long-term growth |
| Preserve asset values |
| Balance current income needs and long-term growth |
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| 5: If I were investing $20,000 today to meet a critically important goal occurring twenty years from now, I would feel most comfortable investing it in: |
| A U.S. treasury bond |
| A mutual fund consisting of only investment grade corporate bonds |
| A mutual fund consisting of only stocks of small and medium sized companies |
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| 6: When it comes to investing, I am most comfortable with investments that: |
| Have some chance of short-term loss, but offer a moderate opportunity for long-term growth |
| Have a higher chance of short-term loss, but offer the greatest opportunity for long-term growth |
| Are stable and protect against loss, even if they just barely beat inflation |
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| 7: I am offered a chance to buy into a new technology venture for a $5,000 investment. The venture has a 50% chance of paying back $25,000 within 5 years and a 50% chance of losing my entire investment. If I had the $5,000 available to invest, I would: |
| Definitely take a pass; it is too risky for me |
| Jump at the opportunity; the upside far outweighs the downside |
| Give it very serious, thoughtful consideration |
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| 8: How many years from now do you plan to use these funds? |
| 0-3 years |
| 4-7 years |
| 8-15 years |
| More than 16 years |
