Risk Tolerance  
Aiming for high investment returns generally means accepting a higher level of investment risk. That is, investment vehicles that have the potential to provide high returns typically have increased volatility. This calculator is designed to help you clarify your comfort level with investment risk.
     

1. If one of your investments lost 25 percent of its value in a short
period of time, how would you react?

Hold steady
Buy more at the lower price
Sell out of the position, cutting further losses

2. With which of the following investments do you feel most comfortable?

High-grade corporate bond
Certificate of deposit
Growth stock

3. Of the following stocks, which do you feel would best suit your needs?

An aggressive small-company stock that pays no dividends but offers great potential for long-term growth
A conservative utility stock that pays high dividends but offers little chance for long-term growth
A "blue chip" stock that offers the potential for modest dividends and growth

4. What have you traditionally considered most important for your
investments?

Maximum growth
Conservative growth
Safety

5. Which would make you happier?

Avoiding an investment that would have resulted in a large loss
Picking an investment that results in a large gain
No preference

6. How would you advise a recent college graduate regarding his/her first paycheck?

Start investing right away
Use the money to make sure you have adequate insurance
Use the money for household expenditures

7. In his poem "If," Rudyard Kipling wrote, "If you can make one heap of all your winnings, and risk it on one turn of pitch-and-toss, and lose, and start again at your beginnings and never breathe a word about your loss......you'll be a man my son."
Do you agree with this sentiment?

Agree
Neither agree nor disagree
Disagree

8. What is your feeling about insurance (life, health, disability income, homeowners, etc.)?

Insurance is the foundation of a sound financial strategy
Most of the time insurance is a necessary expense
Who needs insurance?

9. If an eccentric millionaire offered you your choice of the following, which would you choose?

A guaranteed $10,000
A 90 percent chance of receiving $20,000
A 50 percent chance of receiving $50,000

10. Which of the following best represents your philosophy about life?

Nothing ventured, nothing gained
Everything in moderation
Slow and steady wins the race

 
   
   
Mahoney Asset Management
Ken Mahoney

747 Chestnut Ridge Rd 		• Chestnut Ridge, NY • 10977
Phone: (845)-371-0101 • Fax: (845)-371-3101

 

 

 

Securities offered through Aurora Capital LLC,

Member FINRA/SIPC

17 Park Avenue, #201
New York, NY 10016
(mobile) 917-834-7206


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SECURITIES: ARE NOT FDIC-INSURED/ARE NOT BANK-GUARANTEED/MAY LOSE VALUE
This information is intended for use only by residents of CA, CT, DC, FL,, MA, MD, MN, NC, NJ, NY, OH, PA, and VA. Securities-related services may not be provided to individuals residing in any state not listed above.
The financial calculator results shown represent analysis and estimates based on the assumptions you have provided, but they do not reflect all relevant elements of your personal situation. The actual effects of your financial decisions may vary significantly from these estimates--so these estimates should not be regarded as predictions, advice, or recommendations. Mahoney Asset Managment does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that would have tax consequences.