Much Finance | Line of Credit Calculator

My current age is

Under 25 years

26 to 45 years

46 to 65 years

66+

My investment knowledge is

None

Limited

Moderate

Expert

I plan to withdraw money from my investments in

Less than 1 year

Less than 5 years

6 to 15 years

16 to 25 years

26+ years

In 2008, stocks lost more than 30% in value in 3 months. If I held stocks that lost 30% in 3 months I would

Sell all my investments that lost value

Sell a portion my investments that lost value

Do not sale or buy

Buy more

I am willing to accept above-average risk to obtain above-average returns on my investments.

Strongly disagree

Disagree

Agree

Strongly Agree

If my investments lose money over the course of a year, I would sell my riskier assets and invest in safer assets.

Strongly disagree

Disagree

Agree

Strongly Agree

When it comes to investing, I am most concerned with

Not losing money

Keeping up with inflation

Making moderate returns

Making as much money as possible

I would be comfortable if my portfolio fluctuated by _____ amount within the next year.

Less than 5%

6% to 10%

10% to 20%

Greater than 20%

My current and future income can be described as

Very unstable

Unstable

Stable

Very stable

Risk Tolerance