Risk Tolerance Questionnaire

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1. How long do you plan to keep your investments before you need to access them?

Less than 1 year 1-3 years 4-7 years 8-10 years More than 10 years

2. What is your primary investment goal?

Preserve capital Generate income Grow moderately Grow significantly

3. How would you describe your attitude towards risk and return?

Very conservative: Minimal risk, low returns. Conservative: Willing to take some risk for modest returns. Moderate: Balanced approach to risk and return. Aggressive: Take higher risks for higher potential returns. Very aggressive: Prefer high risk for the highest possible returns.

4. How would you react if your investment portfolio lost 20% of its value in a short period?

Sell all investments to avoid further losses. Sell some investments to reduce risk. Hold on to the investments and wait for recovery. Buy more investments to take advantage of lower prices.

5. How much experience do you have with investing in stocks, bonds, mutual funds, or other financial products?

None Limited Moderate Extensive

6. How concerned are you about inflation affecting your investments?

Not concerned Slightly concerned Moderately concerned Very concerned

7. How stable is your current income?

Very stable Somewhat stable Unstable

8. Do you have an emergency fund that can cover at least 3-6 months of living expenses?

Yes No