Finance Quiz - Types Of Investors And Risk Profile

10 Questions | Total Attempts: 12

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Finance Quiz - Types Of Investors And Risk Profile

What do you know about risk profiles? A risk profile is an evaluation of an individual's willingness and ability to take risks. It can also refer to the threats to which an organization is exposed. A risk profile is important for determining a proper investment asset allocation for a portfolio. Know more about risk profiles and types of investors in this finance Quiz!


Questions and Answers
  • 1. 
    Have you earned the majority of your wealth in your lifetime?
    • A. 

      Yes

    • B. 

      No

  • 2. 
    Have you risked your own capital in the creation of your wealth?
    • A. 

      Yes

    • B. 

      No

  • 3. 
    Which is stronger: your tolerance for risk to build wealth or the desire to preserve wealth?
    • A. 

      Tolerance for risk

    • B. 

      Preserve wealth

  • 4. 
    Would you prefer to maintain a degree of control over your investments or prefer to delegate that responsibility to someone else?
    • A. 

      Maintain control

    • B. 

      Delegate

  • 5. 
    Do you have faith in your abilities as an investor?
    • A. 

      Yes

    • B. 

      No

  • 6. 
    If you have to pick one of two portfolios, which would it be?
    • A. 

      80% stocks; 20% bonds

    • B. 

      40% stocks; 60% bonds

  • 7. 
    Is your wealth goal intended to continue your current lifestyle or are you motivated to build wealth at the expense of current lifestyle?
    • A. 

      Build wealth

    • B. 

      Continue current lifestyle

  • 8. 
    In your work of personal life, are you generally self starter in that you seek out what needs to be done and then do it , or do you normally take direction?
    • A. 

      Self starter

    • B. 

      Take direction

  • 9. 
    Are you "income motivated"  or are you willing to put your capital at risk to build wealth?
    • A. 

      Capital at risk

    • B. 

      Income motivated

  • 10. 
    Do you believe in the concept of borrowing money to make money / operate business or do you prefer to limit the amount of debt you owe?
    • A. 

      Borrow money

    • B. 

      Limit debt

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