Saving Review

MANY FACTORS play into how much risk you can afford to have in your portfolio.  This worksheet is designed to get at some of those factors and demonstrate how their combination will affect your investment choices
Pick the option that is closest to the number of years until you retire. If you are currently retired, choose the option that reflects your current age.
Now answer the following questions, designed to test your risk tolerance. Your answers suggest what portion of your long-term retirement money should be invested in stocks.
The Sensex plunges 350 points in a single day and experts are saying stocks will lose money in the coming decade.  I would:
Which of the following best describes you?
At work, I
Equity in my home and probable inheritances will provide
When it comes to investing in stocks, I have
How much of your long-term retirement money should you invest in Equity?


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