Question
What is our level of risk tolerance? How would one rate our risk tolerance on a five-point scale (with one indicating most risk-averse)? record how
What is our level of risk tolerance? How would one rate our risk tolerance on a five-point scale (with one indicating most risk-averse)? record how our asset base, time horizon, and liquidity needs to define our ability to undertake investment risk. Then describe the personality characteristics, past experiences, and knowledge base that one feels helpful to shape their degree of willingness to undertake risk. Now check our beliefs by using Sun Life Financials investment risk profiler. How do the results compare with our estimate? What conclusions do one draw from this test? What percentage of our investments do one now think we could put into stocks? What factor could we change that might enable us to tolerate more risk?
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