Investment Strategies

Asset Allocation Utility

Your key to answer the questions below:

VSA=Very Strongly Agree, SA= Strongly Agree, A=Agree, N=Neutral, D = Disagree, SD = Strongly Disagree, VSD = Very Strongly Disagree

Your Name

Current Age
Anticipated Retirement Age

Question #1: One of my most important investment objectives is to earn a high long term total return, regardless to risk of principal.

VSA SA A
N
D SD VSD

Question #2: I am knowledgable about investments in stocks and bonds.

VSA SA A
N
D SD VSD

Question #3: My major investment objectives are long term.

VSA SA A
N
D SD VSD

Question #4: I have little need for current liquidity in my investment portfolio.

VSA SA A
N
D SD VSD

Question #5: I have little need for current income from my investment portfolio.

VSA SA A
N
D SD VSD

Question #6: I can tolerate sharp up and down swings in the value of my investments.

VSA SA A
N
D SD VSD

Question #7: I work too hard for my money to risk losing what I have.

VSA SA A
N
D SD VSD

Question #8: I have a hard time sleeping if the stock market fluctuated 100 points in a day.

VSA SA A
N
D SD VSD

Question #9: It concerns me when I have loses on my portfolio statement, even if those appear to be temporary.

VSA SA A
N
D SD VSD

Question #10: I want to assure myself that the current dollar value of my savings and investments never goes down before retirement.

VSA SA A
N
D SD VSD

DONT HIT CALCULATE - THE CALCULATOR CURRENTLY DOES NOT WORK...