Investor Risk Assessment Investor Risk Assessment — WisBees (Inline CSS, Minimal) Tell us about you: Full name Email I agree to the privacy policy and allow WisBees to store my responses. Instructions: Choose the option that best represents your situation for each question. 0 / 15 answered Please complete your name, email, consent and all questions before submitting. 1. What is your current age? Under 35 35–50 51–65 Over 65 2. What is your planned investment time horizon? More than 15 years 10–15 years 5–10 years Less than 5 years 3. How would you describe your investment experience? Extensive Moderate Limited None 4. What is your primary investment goal? Maximize long-term growth Build wealth with some stability Preserve capital and earn modest returns Avoid loss at all costs 5. If your investment dropped by 20% in a short period, you would… Buy more Stay invested Feel uneasy but hold Sell immediately 6. How much risk are you comfortable taking for higher returns? High risk Moderate risk Low risk Minimal risk 7. How stable is your current income? Very stable with long-term growth potential Stable Somewhat stable Unstable or unpredictable 8. How do you usually make investment decisions? Independent research and conviction After consulting a financial advisor Gut feeling with limited knowledge Very cautiously or with hesitation 9. What percentage of your total assets are you investing? Less than 25% 25–50% 50–75% More than 75% 10. How would you respond to short-term market volatility? Take advantage of buying opportunities Stay calm and invested Monitor closely and adjust as needed Panic and consider exiting 11. Your attitude toward short‑term losses? Losses are part of long‑term investing Losses are okay if recovery possible Losses are worrying and hard to accept Losses should be avoided altogether 12. How diversified is your current portfolio? Very diversified Somewhat diversified Concentrated in a few areas Not diversified / unsure 13. What type of return are you seeking? 12%+ annually, accepting high risk 8–12% annually with moderate risk 4–8% annually with low risk Below 4%, with minimal/no risk 14. Likelihood of changing your plan during downturns? Unlikely — I stick to the plan Slightly likely — I may rebalance Likely — I’d reduce risky assets Very likely — I’d exit to avoid loss 15. Do you have a 3–6 month emergency fund? Yes, fully covered Partially covered Limited No emergency fund Reset Print Result Calculate & Save Your Risk Profile — Total Score — Min 15 • Max 60 Band — Based on score range Completion 0% Questions answered What this means: — Tip: Click Print Result to save this as a PDF for your records.
