Mason & Associates Inc.
Personal Portfolio - Investment Risk Questionnaire
(Circle corresponding response.)
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1. What is your approximate yearly household income?
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2. When do you plan to start withdrawing money from your investments for major needs?
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3. Once you have achieved your primary investment objective and begin to withdraw funds from this account, over how long of a period do you anticipate the withdrawals to continue?
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4. When do you expect to retire?
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5. Which of the following best describes the amount of money you are investing relative to your total investable assets - what percentage of cumulative assets will you be investing in this program?
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6. Will you utilize principal and/or income from this account to supplement your living expenses - what percentage of your total investment will you require annually?
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7. How experienced are you in managing your investments?
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8. Which of the following best summarizes your investment objectives?
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9. When you decide how to invest your money, which are you most concerned with?
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10. Which of the following statements best describes your attitudes toward price fluctuations?
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11. Consider the following hypothetical one-year returns for a certain investment. Based on the range of possible outcomes shown, which best suits your investment philosophy?
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12. Like most investments, the value of this account may fluctuate over time. Hypothetically, if you invested $100,000 and it was performing in line with the world markets, at what point would you sell?
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13. Do you have funds saved for emergencies? If so, how long would those emergency funds last?
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14. Which of the following statements best describes your feelings toward risk with respect to expected returns?
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15. How do you expect your household income to change over the next 3 years?
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16. How do you expect household expenses to change over the next three years?
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