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A Basic Measure of Your Risk Tolerance
Are you enticed by high-risk investments or are you a risk-averse investor? Most people fall somewhere in between these two extremes. To help you get a sense of your risk tolerance, circle the responses that best describe your immediate reaction to each of the following statements. Try not to overthink your answers.
| Q | 1 | 2 | 3 |
|---|---|---|---|
| I may need my money in an emergency | Strongly Agree | Somewhat Agree | Disagree |
| I need to be able to access my money quickly | Strongly Agree | Somewhat Agree | Disagree |
| I need to receive income from my investments now | Strongly Agree | Somewhat Agree | Disagree |
| I worry about fluctuations in the market and my portfolio | Strongly Agree | Somewhat Agree | Disagree |
| I prefer government securities to high-quality corporate bonds | Strongly Agree | Somewhat Agree | Disagree |
| I may consider investing in stocks, but in blue chip companies | Strongly Agree | Somewhat Agree | Disagree |
| I plan to retire in... | 5 years | 15 years | 25+ years |
| I need to begin reaping investment returns within the next... | 5 years | 15 years | 25+ years |
Scoring
Award yourself one point for each answer in Column 1; three points for each answer in Column 2; and five points for each answer in Column 3.
| 8 – 17 points | You have a low risk tolerance |
|---|---|
| 18 – 31 points | You have an average risk tolerance |
| 32 – 40 points | You have a high risk tolerance |
These results can help serve as a starting point for selecting investments that are appropriate for your level of risk tolerance.
The information provided is for educational purposes and for your independent consideration. This information does not contain, constitute or provide individual tax, financial, investment or other advice. This material does not include or take into account all the factors that may be relevant to your financial needs; they are not intended to be regarded or construed as advice or a suggestion for you to take (or refrain from taking) a particular course of action. In providing this information, we assume that you are capable of evaluating the information and general descriptions contained herein and exercising your independent judgment. Banco Popular de Puerto Rico, its subsidiaries and/or affiliates are not engaged in rendering legal, accounting, or tax advice. Should legal, accounting, or tax advice be required, the services of a competent professional should be sought.
Brokerage services are offered through Popular Securities, LLC, registered broker/dealer, member FINRA & SIPC. Investment advisory services are provided through Popular Securities, LLC., a registered investment adviser. Popular Securities, LLC is a subsidiary of Popular, Inc. and is affiliated with Banco Popular de Puerto Rico. Popular Inc. and Banco Popular de Puerto Rico are not registered broker/dealers nor registered investment advisers. Popular One is a platform of integrated financial services centered on you through which Popular Securities services are offered. Investment products are not insured by the FDIC, are not deposits or obligations of and are not guaranteed by Banco Popular de Puerto Rico or its subsidiaries or affiliates, are subject to investment risk and may lose value, including possible loss of the principal invested.
Popular Securities is not affiliated with the links included in these communications and does not guarantee the accuracy or the integrity of their content. Nor the information and the opinions expressed constitute a solicitation from part of Popular Securities to retained, buy or sell any investments.
Wealth Management services are generally available to clients who maintain deposits and/or investments of $500,000 or more at Popular.
