Asset Allocation - Kalu Aja

Asset Allocation Questions

I plan to get access to my cash in?

Less than 3 years

3 to 5 years

6 to 10 years

Over 10 years

I plan to spend these funds withdrawn within

Less than 2 years

2 to 5 years

6 to 10 years

Over 10 years

TOTAL DURATION SCORE:

My understanding of Investing is on a scale of 1 to 10

0 to 1

1 to 2

2 to 6

Over 6

My primary concern when I invest is?

Loss of my Capital

Equal concern between loss of capital and appreciation

My Capital Appreciating

What asset Classes have you invested in?

Only Fixed Income

Fixed Income and Some Equity

Fixed Income and Equity, including Foreign Issues

If you bought Shares and the prices fell by 25%

I will sell all the shares

I will sell some to reduce my loss

I will do nothing

I will buy more since price has fallen

What returns are you more likely to accept

Lower average returns with lower risk of loss

Average market return with higher risk of loss

Beat market return with much higher risk loss

Overperform the market with an escalated risk of loss

TOTAL RISK SCORE: