For this 1 to 2-page essay, begin by completing the interactive investor profile questionnaire at Investment Risk Tolerance Assessment. (file included of my results highlighted in blue)
Then, discuss the following:
What did this survey tell you about your Risk Tolerance level
According to this instrument, what kinds of investments should you consider.
Briefly discuss the various risk levels and what they mean.
Include a profile for yourself as an investor; make sure you analyze and discuss the various types of investors and where you fit in.
Discuss whether you think your investor profile may change over time as you age, or do you think it will remain the same?
Finally, how would your profile assist you and your financial advisor or investment advisor in planning your portfolio?
