RISK TOLERANCE PROFILE

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Please, indicate how much do you agree with the following investment attitudes. This will help us select the portfolio structure best suited to your profile.

1. You wish the maximum possible return regardless of the risk, and you recognize your portfolio may incur larger losses which may never be recovered.

disagree agree 0
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2. You invest for higher returns and accept higher risk with the goal of enhancing retirement savings.

disagree agree 0
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3. You prefer an investment strategy designed to grow steadily, avoiding sharp ups and downs, even if it lowers long term returns.

disagree agree 0
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4. You prefer investments with moderate risk and more consistent returns — you do not wish to incur losses that will take many years to recover.

disagree agree 0
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5. Protecting your money is a higher priority than making it grow.

disagree agree 0
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6. You will assume only the amount of investment risk necessary to outpace the rate of inflation.

disagree agree 0
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7. If there was such a thing as a guaranteed investment, you would put all your money into it, even if returns were lower than the rate of inflation.

disagree agree 0
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8. You don’t think you will need to spend any of your principal before the end of your planning horizon.

disagree agree 0
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9. Your planning horizon for investments.

10. Your investments represents the following percentage of your total savings and other investment assets such as real estate.

Please, make sure you double check all your answers before proceeding. When you are ready, hit the Submit button below.

1. You wish the maximum possible return regardless of the risk, and you recognize your portfolio may incur larger losses which may never be recovered.

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disagree agree 0
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2. You invest for higher returns and accept higher risk with the goal of enhancing retirement savings.

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disagree agree 0
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3. You prefer an investment strategy designed to grow steadily, avoiding sharp ups and downs, even if it lowers long term returns.

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disagree agree 0
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4. You prefer investments with moderate risk and more consistent returns — you do not wish to incur losses that will take many years to recover.

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disagree agree 0
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5. Protecting your money is a higher priority than making it grow.

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disagree agree 0
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6. You will assume only the amount of investment risk necessary to outpace the rate of inflation.

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disagree agree 0
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7. If there was such a thing as a guaranteed investment, you would put all your money into it, even if returns were lower than the rate of inflation.

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disagree agree 0
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8. You don’t think you will need to spend any of your principal before the end of your planning horizon.

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disagree agree 0
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9. Your planning horizon for investments.

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10. Your investments represents the following percentage of your total savings and other investment assets such as real estate.

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