Risk Tolerance Quiz - Your Retirement Plan

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Risk Tolerance Quiz

Time Horizon*

0 year
26+ years

Risk Tolerance**

Lower
Higher

Your Asset Allocation Strategy

Answer a few easy questions to find out which strategy is right for you.

 

Your Asset Allocation Strategy

Answer a few simple questions to help determine the strategy that best suits your time horizon and risk tolerance. Move the slider left or right to indicate your answer.

What is your age now?

younger
older

At what age do you plan to retire?

younger
older

You have   years to retirement.

(This is your "time horizon.")

Please click Next to determine your risk tolerance.

Error Please make a selection below

To obtain above-average returns on my investments,
I am willing to accept above-average risk.


Error Please make a selection below

If my investments lose money over the course of a year,
I can easily resist the temptation to sell them.


Error Please make a selection below


I am comfortable investing in the stock market.


Error Please make a selection below

When I put aside money for retirement,
I do not plan on accessing it before I retire.


Error Please make a selection below

I know quite a bit about economic issues
and personal investing.


Given your responses to the quiz, your asset allocation strategy is most likely: Conservative***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 32%
  • Bonds – 48%
  • Stocks – 20%

Given your responses to the quiz, your asset allocation strategy is most likely: Conservative***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 28%
  • Bonds – 42%
  • Stocks – 30%

Given your responses to the quiz, your asset allocation strategy is most likely: Moderate***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 28%
  • Bonds – 42%
  • Stocks – 30%

Given your responses to the quiz, your asset allocation strategy is most likely: Moderate***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 20%
  • Bonds – 30%
  • Stocks – 50%

Given your responses to the quiz, your asset allocation strategy is most likely: Conservative***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 20%
  • Bonds – 30%
  • Stocks – 50%

Given your responses to the quiz, your asset allocation strategy is most likely: Aggressive***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 24%
  • Bonds – 36%
  • Stocks – 40%

Given your responses to the quiz, your asset allocation strategy is most likely: Aggressive***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 16%
  • Bonds – 24%
  • Stocks – 60%

Given your responses to the quiz, your asset allocation strategy is most likely: Moderate***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 12%
  • Bonds – 18%
  • Stocks – 70%

Given your responses to the quiz, your asset allocation strategy is most likely: Aggressive***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 8%
  • Bonds – 12%
  • Stocks – 80%

Given your responses to the quiz, your asset allocation strategy is most likely: Conservative***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 12%
  • Bonds – 18%
  • Stocks – 70%

Given your responses to the quiz, your asset allocation strategy is most likely: Moderate***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 8%
  • Bonds – 12%
  • Stocks – 80%

Given your responses to the quiz, your asset allocation strategy is most likely: Aggressive***.

You can explore other possibilities by using the sliders to change your Time Horizon or Risk Tolerance. Choose the asset allocation strategy that you think fits your situation. When you're finished, print out your strategy by selecting the Print link above.

  • Stable – 4%
  • Bonds – 6%
  • Stocks – 90%

Use your asset allocation strategy as a starting point for building your own investment portfolio. To review or change your investment choices, sign on to your account. From the top navigation, select the Actions & Investments tab and choose Manage My Investments.