Risk Tolerance

 
Name
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Yes No I would like some one to contact me about the results of this test. (**You must include your Email address in order to get a reply!)

 
1. "I invest for the long term, five to ten years or more. The final result is more important than daily, monthly, or annual fluctuations in value."
Totally disagree
Willing to accept some volatility, but not loss of principal
Could accept a moderate amount of yearly fluctuation in return for a good total return
Would accept an occasional negative year if the final results were good
Agree
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2. Rank the importance of current income.
Crucial, the exact amount must be known
Important, but I am willing to have the amount vary each period
Fairly important, but other aspects of investing are also of concern
Only a modest amount of income is needed
Current income is unimportant
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3. Rank the amount of loss you could tolerate in a single quarter.
None
A little, but over a year’s time, the total value of the investment should not decline
Consistency of total return is more important than trying to get big gains
One or two quarters of negative returns is the price you must pay when looking at the total picture
Unimportant
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4. Rank the importance of beating inflation.
Factors such as preservation of principal and current income are much more important
I am willing to have only a little variance in my returns, on a quarterly basis only, in order to have at least a partial hedge against inflation
Could accept some annual volatility in order to offset inflation
I consider inflation to be important, but have mixed feelings about how much volatility I could accept from one year to the next
The long-term effects of inflation are devastating and I cannot tolerate them
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5. Rank the importance of beating the stock market over any given two-to-three-year period.
Irrelevant
Of small concern
Fairly important
Very important
Absolutely crucial
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Stephen A. Kohn & Associates, Ltd.
3232 South Vance Street, Suite 210 * Lakewood, Colorado 80227
303-984-2558 * 888-984-2558 * FAX 303-985-2323
Member  FINRA, SIPC, MSRB