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A portfolio analysis provides a comprehensive evaluation of asset allocation, diversification, risk exposure, and performance optimization—helping investors make informed decisions.
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A risk profile measures how much risk you're willing and able to take when investing. Knowing yours helps build a portfolio that fits your goals, timeline, and peace of mind.
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  2. IPS Risk Tolerance Questionnaire

IPS Risk Tolerance Questionnaire

IPS Risk Tolerance Questionnairemika2025-10-01T21:20:35-05:00

What Best Describes You? *

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Describe the Investor's Knowledge of Investments *
What is the Investor's Investment Temperament? *
An investment decision involves both returns and risk - the higher the potential for returns, the greater the risk of high volatility of results, including loss. What influences the Investor the most when making an important investment decision? *
Which of the following would best describe the Investor's reaction to short-term fluctuations in this investment portfolio? *
Please choose the statement that best reflects the Investor: *
If the Investor could increase their chances of achieving all of their goals by taking more risk, would they... *
How long would the Investor be prepared to recover from a downward fluctuation in the portfolio? *Except for the Great Depression, the longest time investors have had to wait after a market crash or a really bad market decline for their portfolio to return to its earlier value has been: 4 years for stock and 2 years for bond investments. Knowing this, and knowing that it is impossible to protect an Investor from an occasional loss, if the Investor chooses to invest at least some of their portfolio in stocks, please check one of the following to indicate how long the Investor would be prepared to wait out a downward fluctuation in their portfolio:
If the Investor selected a period of three years or less, is the Investor prepared to substantially reduce the Investor's goals as a result of not being willing to accept risk? *

Which investment would the Investor be most comfortable owning? * The chart below shows the historical range of values for five different investments of $100,000 after one year. Which investment would the Investor be most comfortable owning?

NOTE: Range of returns in this chart assumes 99% probability of likelihood. On rare occasions the “worst” could be substantially worse (or better) than shown. All portfolios are broadly diversified, and include cash, short- and intermediate-term bonds, large and small U.S. and non-U.S. stocks, emerging market stocks, REITs, and commodities. The portion dedicated to bonds and cash per portfolio are: A=100%, B=75%, C=50%, D=25%, E=0%. While portfolios structured differently may have results which are greater or less than the results shown here, the principle of greater risk accompanies the pursuit of higher returns will always apply.
Which statement best reflects the Investor's attitude about investing in the equity markets? *
Investment Objective (Select most relevant): *
Investment Time Horizon (Select one): *
Withdrawal Time Horizon (Select one): *

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