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Investment Risk Tolerance Quiz

This Investment Risk Tolerance Quiz is used to gauge your comfort with the related risks associated with investing. Your total score is provided at the bottom of the page, and you will be prompted to select the Recommended Portfolio that matches up with your respective score once you finish all of the questions. When you're done, please use your score on the quiz to complete the investment selection on the enrollment form provided in the plan’s enrollment booklet.

1. How many years do you plan to work until you retire?

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2. How would those who know you best describe your tolerance for financial risk?

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3. You won a local contest and are presented with the following prize options. Which option would you choose?

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4. You have just finished saving for you dream sports car. Just before the newest model hits the showroom floor, you lose your job. You would:

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5. If you unexpectedly received $20,000 to invest, what would you do?

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6. How comfortable are you investing in stocks or stock mutual funds?

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7. How comfortable do you feel planning for retirement?

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8. A close friend who works as a financial advisor is advising all of their clients to buy gold and real estate despite recent gains in stocks and bonds. They claim that your current portfolio of government bonds is perfectly safe, but big returns are highly likely by following their investment advice. What would you do?

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9. You are presented with the following options. A coin toss will decide if you are a "winner" or a "loser." Which option are you most likely to choose before the coin toss?

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10. You enter a drawing and are awarded $1,000. You can now choose between the following two options. Which would you choose?

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11. Have you ever borrowed money to make an investment (other than your home)?

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12. You have unexpectedly received a $50,000 bonus at work with one condition: you must invest the money in one of the following investment options for 20 years. Which option would you choose?

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13. Your eccentric uncle leaves you $10,000 in his will, but he demands that you invest the money in only one of three ways. Which do you choose?

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14. Your best friend is a successful land developer looking for investors to back his purchase of several acres of land rumored to be a possible site for a well-known Big Box store. If the store builds on your land, you could enjoy returns in excess of 100 times your original investment. However, if the store chooses another site, your land will remain idle until another potential buyer comes along. How much would you invest in your friend's land deal?

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15. You have been given $2,500 under the condition that you choose one of the following options:

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Risk Tolerance Quiz Chart


After you've matched your Total Score with the respective Recommended Portfolio, please use your score on the quiz to complete the investment selection on the enrollment form provided in the plan’s enrollment booklet.


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  St. Louis, MO 63102

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