I do not need a high level of current income from my investments. I am more interested in their long-term growth potential.

Agree

Disagree

Strongly Disagree

I have set aside savings to cover large expenses such as purchasing a home, college tuition or financial emergency.

Agree

Disagree

Strongly Disagree

I am concerned about the effects of inflation on my investments.

Agree

Disagree

Strongly Disagree

I can tolerate sharp ups and downs in the short-term value of my investments in return for potential long-term gains.

Agree

Disagree

Strongly Disagree

Hypothetically, I would prefer an investment that has a 50% chance of losing 5% and a 50% chance of gaining 20% in one year, rather than an investment that will assure a 5% return in one year.

Agree

Disagree

Strongly Disagree

I am comfortable holding on to an investment even though it declines sharply in value.

Agree

Disagree

Strongly Disagree

I am willing to take the risk associated with stocks in order to earn a potential return greater than the rate of inflation.

Agree

Disagree

Strongly Disagree

I consider myself knowledgeable about the risks and potential returns associated with investing in stocks and other types of securities.

Agree

Disagree

Strongly Disagree

In how many years do you plan to utilize the results of your investment strategy?

More than 10

More than 5

Less Than 5

I am comfortable with an investment that may take 10 years to provide the returns I expect.

Agree

Disagree

Strongly Disagree