Stock Research Pro
Risk Tolerance Calculator
Question
Drop-down Answer Selections
How many years until you retire?
10 Years or less
11 - 24 years
25 -39 years
40 years or more
Are you comfortable with stock investing?
No
Somewhat
Yes
Can you tolerate market fluctuations?
No
Somewhat
Yes
Are you an experienced investor?
No
Somewhat
Yes
Are you comfortable with investment risk?
No
Somewhat
Yes
I am willing to risk:
Minimal losses for minimal gains
Moderate losses for moderate gains
Substantial losses for substantial gains
Risk Tolerance
Asset Allocation to Consider
Very Low
0% Stocks, 50% bonds, 50% cash
Moderately Low
10% stocks, 50% bonds, 40% cash
Moderate
30% stocks, 50% bonds, 20% cash
Moderately High
50% stocks, 40% bonds, 10% cash
High
70% stocks, 30% bonds
Very High
100% stocks
This calculator is provided to serve as a simple guideline only.
Please consult a financial advisor regarding your own situation.