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Tell Us About Your Investment Goals
1. Which of the following best describes your primary investment goal?
My goal is preserving the real (inflation-projected) value of my investment. I am not concerned with outperforming the market.
My goal is generating current income. I am not concerned with growing the value of my investment.
My goal is a combination of generating current income and growing the value of my investment.
My goal is growing the value of my investment, and I am willing to tolerate sizeable losses in some years.
2. What is the time horizon for your investment?
1 - 3 years: These investments need to remain very liquid.
3 - 5 years: I can only tolerate a small amount of volatility.
5 - 10 years: I can tolerate a moderate amount of volatility.
Over 10 years: These assets are invested for the long term and I can tolerate short-term fluctations in value.
3. The assets considered for investments are what percentage of your total investable assets?
More than 75%
50% - 75%
25% - 50%
Less than 24%
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