6. What percentage of your retirement or specific spending needs will be met by your investment portfolio? For example, if you spend $50,000 a year, and $20,000 is provided by social security and/or other sources, then $30,000 or 60% is needed from your investment portfolio. *
7. In 2008 the global stock markets saw very sharp declines in a short period of time. In a three month period the S&P 500 Index was down more than 30%. If your portfolio performed similarly you would… *
8. The chart below represents three potential investment scenarios for $100,000 portfolio over a one year period. Which scenario are you most likely to invest in? *
Congratulations on Discovering Your Risk Tolerance.
"Knowledge is of no value unless you put it into practice." - Anton Chekhov