check

Risk Assessment Quiz

Risk Assessment Quiz

Click the button below to start.

Start

Question 1 of 12

How many months worth of expenses do you have in your savings?

A

0-2 months

B

2-3 months

C

3-6 months

D

6months +

Question 2 of 12

What do you want to achieve from investing?

A

Grow Generational Wealth

B

Earn Passive Income

C

Growing Your Portfolio

D

Generating an a supplement income

Question 3 of 12

What has your total debt been doing in the past five years?

A

Has been increasing

B

Has been steady

C

Has been declining

D

I have no debt

Question 4 of 12

What is your savings rate out of your monthly income?

A

Smaller than 5%

B

Between 5% and 10%

C

Between 10% and 20%

D

Larger than 20%

Question 5 of 12

How has your total return on investment (trading etc.) been in the past 5 years? Select “None” If you haven’t been investing.

A

Negative

B

None

C

2% to 10%

D

Above 10%

Question 6 of 12

Which explains your expenses in the past year?

A

My expenses have been increasing by over 50%

B

My expenses have been increasing by 20 – 50%

C

My expenses have been steady

D

My expenses have reduced

Question 7 of 12

Which explains your expense forecast for the next three years

A

My expenses will be increasing by over 50%

B

My expenses will be increasing by 20 – 50%

C

My expenses will remain steady

D

I will have the same expenses

Question 8 of 12

How long is it until you need the money from your investment for your goals?

A

0-5 Years

B

6-10 Years

C

11-15 Years

D

>15 Years

Question 9 of 12

Which describes your employment and income outlook in the future?

A

I am unemployed, and don’t think I’ll find a job any time soon

B

I am unemployed but I think I’ll find a well-paid job soon

C

I am employed and I expect my wages to increase over the years

D

I am retired and have a retirement saving

Question 10 of 12

If the stock market is down 20% or more for the year, how much of your investment are you willing to lose?

A

None

B

5% or Less

C

10% or Less

D

It does not matter as long as the investments are appropriate for my objective.

Question 11 of 12

If the stock market is up 20% for the year, how much do you expect your investments to return?

A

0 -10% : preserving my capital is my primary goal

B

10% : protecting against potential losses with a riskier portfolio is not preferred

C

15-20% : accepting a sufficient amount of risk comes easy to me

D

>20%: investing in a portfolio riskier than the market

Question 12 of 12

Which statement best describes your investment experience?

A

None

B

I have little background in purchasing stocks or some mutual funds

C

I am comfortable with purchasing and trading stocks

D

I have extensive investment experience with stocks and derivatives

Confirm and Submit