Risk
The following worksheet may help you assess your ability to take on investment risk in pursuit of long-term goals. Answer each question, then tally your results at the end.
| Score | Investor Type | Description |
| 6-12 | Conservative | In general, a conservative portfolio will invest heavily in bonds and stable value/cash alternatives. The primary goal is to preserve principal. |
| 13-18 | Moderate | A moderate portfolio will generally attempt to balance income and growth by allocating significant investment dollars to both stocks and bonds. |
| 19+ | Aggressive | An aggressive portfolio will typically tend to concentrate heavily in stocks, focusing on potential growth. |
This tool is not intended as investment advice, but rather as a guide to help you assess your risk tolerance. A financial professional can help you understand how your results relate to your investment choices.
