1. My current age is:
2. I expect to start drawing income from this investment:
Not for at least 20 years
In 10 to 20 years
In 5 to 10 years
Not now, but within 5 years
Immediately
3. For this investment, my goal is:
To grow aggressively
To grow moderately
To avoid losing money
4. What level of performance would you expect from this investment over time?
To at least keep pace with the stock market
To potentially trail the stock market but with less overall risk
To provide stable returns that are likely to lag the stock market
5. Suppose the stock market has negative returns over the next decade. Then what would you expect from this investment?
I would expect to lose money
I expect I could lose money, but hopefully not as much as the stock market
I expect that my performance would be relatively unaffected by what happens in the stock market
6. Which of these statements would best describe your attitude about the next three years' performance of this investment?
I’m comfortable with short-term losses because I expect to keep my money invested for the longer term
I would feel uncomfortable with short-term losses even though I expect to keep my money invested for the longer term
I can tolerate only small short-term losses although any losses would make me feel uncomfortable
7. Which of these statements would best describe your attitude about the next three months' performance of this investment?
I am focused on the long term, so I wouldn’t be concerned with one quarter’s performance
If I suffered a loss of greater than 10%, I’d get concerned
I can tolerate only small short-term losses, whether three months or three years from now
