The following worksheet may help you assess your ability to take on investment risk in pursuit of long-term goals. Answer each question, then tally your results at the end.

  • Facebook
  • LinkedIn
ScoreInvestor TypeDescription
6-12ConservativeIn general, a conservative portfolio will invest heavily in bonds and stable value/cash alternatives. The primary goal is to preserve principal.
13-18ModerateA moderate portfolio will generally attempt to balance income and growth by allocating significant investment dollars to both stocks and bonds.
19+AggressiveAn aggressive portfolio will typically tend to concentrate heavily in stocks, focusing on potential growth.

This tool is not intended as investment advice, but rather as a guide to help you assess your risk tolerance. A financial professional can help you understand how your results relate to your investment choices.