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Sabela Consulting Group

Main Street Values, Wall Street Expertise

Risk Profiling

Finding a suitable investment strategy

Your investing strategy should reflect your personal tolerance for taking risk. This Risk Profile Quiz will help determine this level of risk that you are comfortable with, then match it to an investment strategy that’s appropriate for you.
The quiz measures two key factors:

Your Time Horizon

When will you begin withdrawing money from your account and at what rate? If it’s many years away, there may be more time to weather the market’s inevitable ups and downs and you may be comfortable with a portfolio that has a greater potential for appreciation and a higher level of risk.

Your Risk Tolerance

How do you feel about risk? Some investments fluctuate more dramatically in value than others but may have the potential for higher returns. It’s important to select investments that fit within your level of tolerance for this risk.

 

Take our Risk Profile Quiz

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Sources: Schwab/TD Ameritrade Institutional Investor Profile Questionnaire

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