Investment Questionnaire — Investment Calculators

Methods explained
Save scenarios
Compare saved scenarios
Household prefill

Allocation View

Basic Information

Your Age

Investment Time Horizon20 years

Risk Assessment

If your portfolio lost 20% in a month, you would:3

1 = Sell everything, 5 = Buy more

Your comfort with market volatility:3

1 = Very uncomfortable, 5 = Very comfortable

Your investment knowledge level:3

1 = Beginner, 5 = Expert

Need for regular income from investments:3

1 = No income needed, 5 = High income needed

Illustrative Allocation

Risk ProfileAggressive

Risk Score10

Stocks90.0%

Bonds9.0%

Cash1.0%

How it works›

Model assumptions. This questionnaire is a fixed scoring heuristic, not an optimized portfolio. Both views use the same stock, bond and cash allocation; the view does not change the model.