Thesis on "Portfolio Excel Work and Survey"

Thesis 4 pages (1018 words) Sources: 0

[EXCERPT] . . . .

Portfolio Management Project

Risk Tolerance Survey

In general, do you consider yourself to be a risk-taking person?

a) Yes

b) No

c) Sometimes

Say you have family that depends on your for support. Do you choose a risk but well-paying career (underwater welder, roughneck) or accept a safe but relatively low-paying career (shipper/receiver, tax accountant)?

a) I won't get hurt, give me the money

b) My family needs me too much, give me the desk job

c) I'd take the risky job, but make arrangements to protect my family (ie. life insurance)

Do you trust your investment advisor/financial planner?

a) Absolutely

b) No, I invest in treasury securities and savings accounts c) Only when I am thoroughly briefed on the investments and their rationale

Q4. Would you buy a house to flip it, given the current housing market?

a) Given the market right now, no way.

b) Yes, buy low today and sell high tomorrow!

c) The housing market fluctuates, so I would need to consider my time frame

Q5. You get a handsome bonus. What do you do?

a) Spend it, I get another one next year

b) Save it, it could be my last

c) buy a small treat but hold onto the rest

Q6. You view the stock market as

a) exciting

b) risky

c) a valuable component of a balanced portfolio

Q7. If you invest in a stock and it goes down 40% in the first year, but is expected to perform well over the long-term, does this bother you?

a) No, buy more!

b) Yes, I want out. Sell!

c) I would need to investigate the underlying reasons for the decline before making a decision

Q8. How badly do you need the money in your investment account?

a) I'd hate to lose it, but there's more where that came from b) I would be doomed without it

c) It is important, which is why it needs to be invested wisely and rationally

Q9. If the stock market tanked but one of your securities performed well, what would you think?

a) That stock's a champ!

b) Who cares about that stock, the market tanked.

c) That stock is a contrarian performer that lowers the total risk of my portfolio

Q10. Risk =

a) reward

b) stress

c) the market's view of a security's volatility

Points for answers -- a is worth 3 points, c is worth 2 point, b is worth 1 point. On a scale of 10-30 your score indicates your risk tolerance, with 20 being moderate.

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