When investing in risky investments, you have an investment horizon in mind. Currently, what time period would you expect to withdraw 20% or more of your investments?
< 1 year
1 to 3 years
4 to 5 years
6 to 10 years
> 10 years
7.
Investments can go up and down in value and it is possible that you may suffer a loss in your total investment. By how much could your total investments go down in any one year period before you would begin to feel uncomfortable?
0% to 5%
6% to 10%
11% to 15%
16% to 20%
21% to 30%
> 30%
8.
Generally, a more risky investment may bring you either a higher profit or a higher loss. On the other hand, a less risky investment may bring you either a lower profit or a lower loss. Which of the following statements best describes your attitude towards investment risk?
My investments should be risk free. I cannot accept any fluctuation in investment value, even if the potential returns cannot compensate for inflation.
I can accept a minor fluctuation in investment value as long as my potential returns are more or less offset inflation.
I can accept a moderate fluctuation in investment value as long as my investments have potential returns slightly above inflation.
I can accept a large fluctuation in investment value in order to achieve potential returns higher than inflation.
I can accept a major fluctuation in investment value in order to achieve potential returns much higher than inflation.
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