Aggressive
If the statements below apply to you, an aggressive portfolio may be right for you:- I have an iron stomach and I’m willing to take significant risk for the chance to make money.
- I have time to wait out market cycles because I’m confident that my savings will continue to grow.
Your quiz results may change over time. We encourage you to take the Risk Quiz each year to make sure that your risk profile accurately matches your risk tolerance.
Growth
If the statements below apply to you, a growth portfolio may be right for you:- My aim is to make my money grow. I have very definite goals for my retirement and know that investing over the long term can help me reach them.
- I understand there are short term risks and a potential for large swings in the stock market. But over the long term, I feel confident that equities offer the highest potential for growth.
Your quiz results may change over time. We encourage you to take the Risk Quiz each year to make sure that your risk profile accurately matches your risk tolerance.
Balanced
If the statements below apply to you, a balanced portfolio may be right for you:- I understand investing and am willing to take some risk to help my money grow, although I want a balance between building and protecting my money.
- Middle of the road – that’s me. I want a diversified and balanced approach.
Your quiz results may change over time. We encourage you to take the Risk Quiz each year to make sure that your risk profile accurately matches your risk tolerance.
Moderate
If the statements below apply to you, a moderate portfolio may be right for you:- I’m comfortable knowing that my money is protected from extreme market fluctuations. I’m comfortable investing in some stocks, but I don’t want to worry that my retirement savings are losing money.
- I want to increase my retirement savings but provide some protection for what I have.
Your quiz results may change over time. We encourage you to take the Risk Quiz each year to make sure that your risk profile accurately matches your risk tolerance.
Conservative
If the statements below apply to you, a conservative portfolio may be right for you:- Slow and steady is the best way to describe my approach to investing. I’m most comfortable contributing to my retirement plan on a regular basis and not taking much risk.
- I don’t normally play the stock market but I realize it’s important to diversify my portfolio to meet my retirement goals.
Your quiz results may change over time. We encourage you to take the Risk Quiz each year to make sure that your risk profile accurately matches your risk tolerance.