Risk Profile - WealthPilot

What's your risk profile?

Five quick questions. We'll recommend a portfolio strategy that matches your timeline and goals.

1. Investment time horizon Less than 5 years 5 to 10 years 10 to 20 years More than 20 years

2. Big drop in a bad year — what's the most you could stomach? About 5% About 15% About 30% 50% or more

3. How stable is your income? Variable / unpredictable Somewhat stable Stable Very stable

4. Investing experience Brand new Some experience (1–3 years) Experienced (3+ years) Expert / professional

5. Primary goal Preserve capital Steady income Steady growth Maximize growth

Answers are private to your account. You can retake this anytime.

Your recommended profile

Moderate