2. When making a long-term investment, I plan to keep the money invested for... 1-2 years
3-4 years
5-6 years
7-8 years
More than 8 years
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3. When it comes to investing in stock or bond mutual funds or ETFs - or individual stocks or bonds - I would describe myself as: Very inexperienced
Somewhat inexperienced
Somewhat experienced
Experienced
Very experienced
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4. I plan to begin taking money from my investments in... 1 year or less
1-2 years
3-5 years
6-10 years
11-15 years
More than 15 years
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5. My current and future income sources (for example, salary, social security, pensions) are...
Very unstable
Unstable
Somewhat stable
Stable
Very stable
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6. From September 2008 through October 2008, bonds lost 4%. If I owned a bond investment that lost 4% in two months, I would...
Sell the remaining investment
Sell a portion of the remaining investment
Hold onto the investment and sell nothing
Buy more of the remaining investment
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7. The chart shows the greatest 1-year loss and the highest 1-year gain on 3 different hypothetical investments of $10,000.* Given the potential gain or loss in any 1 year, I would invest my money in...
Minimal volatlity
Moderate volatlity
Most volatility
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8. During market declines, I tend to sell portions of my riskier assets and invest the money in safer assets.
Strongly disagree
Disagree
Somewhat agree
Agree
Strongly agree
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9. I would invest in a mutual fund or ETF (exchanged-traded fund) based solely on a brief conversation with a friend, co-worker, or relative.
Strongly disagree
Disagree
Somewhat agree
Agree
Strongly agree
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9. From September 2008 through November 2008, stocks lost over 31%. If I owned a stock investment that lost about 31% in three months, I would...
Sell all the remaining investment
Sell a portion of the remaining investment
Hold onto the investment and sell nothing
Buy more of the remaining investment
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11. Generally, I prefer an investment with little or no ups and downs in value, and I am willing to accept the lower returns these investments may make.
Strongly disagree
Disagree
Somewhat agree
Agree
Strongly agree
See Results