Know your Investor Profile
I plan to begin withdrawing money from my investments in:
Less than 3 years
3–5 years
6–10 years
11 years or more
I would describe my knowledge of investments as:
None
Limited
Good
Extensive
When I invest my money, I am:
Most concerned about my investment losing value
Equally concerned about my investment losing or gaining value
Most concerned about my investment gaining value
Select the investments you currently own or previously owned:
None yet
Bonds and/or bond funds
Stocks and/or stock funds
International securities and/ or international funds
Consider this scenario: Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?
Sell all of my shares
Sell some of my shares
Do nothing
Buy more shares
Review the five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?
7.2% Average Return (Best-case 16.3%; Worst-case -5.6%)
9.0% Average Return (Best-case 25.0%; Worst-case -12.1%)
10.4% Average Return (Best-case 33.6%; Worst-case -18.2%)
11.7% Average Return (Best-case 42.8%; Worst-case -24.0%)
12.5% Average Return (Best-case 50.0%; Worst-case -28.2%)
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