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Fitzmark Risk Tolerance Quiz

How willing are you to accept risk in your investment/retirement savings? Find out by taking this quiz to understand your personal tolerance for investment risk. This is one of the fundamental issues to consider when planning your investment strategy, either alone or in consultation with your professional financial advisor. Choose the option that best describes you. There are no “right” or “wrong” answers.

Fitzmark Risk Tolerance Quiz
In general, how would your best friend describe you as a risk taker?
You are on a TV game show and can choose one of the following. Which would you take?
You have just finished saving for a “once-in-a-lifetime” vacation. Three weeks before you plan to leave, you lose your job. You would:
If you unexpectedly received $20,000 to invest, what would you do?
In terms of experience, how comfortable are you investing in stocks or stock mutual funds?
When you think of the word “risk” which of the following words comes to mind first?
Some experts are predicting prices of assets such as gold, jewels, collectibles, and real estate (hard assets) to increase in value; bond prices may fall, however, experts tend to agree that government bonds are relatively safe. Most of your investment assets are now in high interest government bonds. What would you do?
Given the best and worst case returns of the four investment choices below, which would you prefer?
In addition to whatever you own, you have been given $1,000. You are now asked to choose between:
In addition to whatever you own, you have been given $2,000. You are now asked to choose between:
If you had to invest $20,000, which of the following investment choices would you find most appealing?
Your trusted friend and neighbor, an experienced geologist, is putting together a group of investors to fund an exploratory gold mining venture. The venture could pay back 50 to 100 times the investment if successful. If the mine is a bust, the entire investment is worthless. Your friend estimates the chance of success is only 20%. If you had the money, how much would you invest?

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