Risk Tolerance and Time Horizon Questionnaire

Name *

First Name

Last Name

R1: Earning a high long-term total return that will allow my capital to grow faster than the inflation rate is one of my most important investment objectives. *

Please select one of the options below

Strongly Agree-5

Agree-4

Neutral-3

Disagree-2

Strongly Disagree-1

R2: I would like an investment that provides me with an opportunity to defer taxation of capital gains to future years. *

Please select one of the options below

Strongly Agree-5

Agree-4

Neutral-3

Disagree-2

Strongly Disagree-1

R3: I do not require a high level of current income from investments. *

Please select one of the options below

Strongly Agree-5

Agree-4

Neutral-3

Disagree-2

Strongly Disagree-1

R4: I am willing to tolerate some sharp down swings in the return on my investments in order to seek a potentially higher return than would normally be expected from more stable investments. *

Please select one of the options below

Strongly Agree-5

Agree-4

Neutral-3

Disagree-2

Strongly Disagree-1

R5: I am willing to risk a short-term loss in return for a potentially higher long-run rate of return. *

Please select one of the options below

Strongly Agree-5

Agree-4

Neutral-3

Disagree-2

Strongly Disagree-1

R6: I am financially able to accept a low level of liquidity in my investment portfolio. *

Please select one of the options below

Strongly Agree-5

Agree-4

Neutral-3

Disagree-2

Strongly Disagree-1

T1: Time Horizon and Liquidity Needs: Please estimate when you will need to withdraw 20% or more of your current portfolio value for lump sum expenses such as house down payment or some other major financial need? *

Please select one of the options below

Less than 2 years

2 to 5 years

5 to 10 years

More than 10 years

T2: When will you need to withdraw money from your long term investments for living expenses? *

Please select one of the options below

Less than 2 years

2 to 5 years

5 to 10 years

More than 10 years