Basic Principles of Investing
- Introduction
- Fund Your Retirement Plans First
- Liquidity Needs
- Deposit Insurance
- Money Market Funds*
- Savings Bonds
- Emergency Funds
- Goals and Time Horizon
- Defining Risk
- What's Your Risk Profile?
- Why Take Any Risk?
- Asset Allocation
- Dollar-Cost Averaging
- Portfolio Management
- Buying Investments
- Putting It All Together
What's Your Risk Profile?
Taking the measure of your risk profile is generally designed to show you how heavily you should be invested in the stock market. It is an indicator of your ability to accept a higher rate of return in exchange for risking principal.
Find your risk tolerance by choosing the statement that best fits your attitude.
|
Risk Tolerance |
Attitude |
|
Conservative |
Safety of principal and minimizing risk are your most important concerns. |
|
Conservative to Moderate |
Safety of principal is a major concern. Some risks can be tolerated to boost returns and keep pace with inflation. |
|
Moderate |
Capital appreciation and safety of principal are equally important. Moderate risk can be tolerated to boost returns. |
|
Moderate to Aggressive |
Capital appreciation is your main concern. Moderating risk remains as a secondary goal. |
|
Aggressive |
Capital appreciation is your most important concern. A high level of risk can be tolerated to obtain an exceptional return. |
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Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services, Inc. are independent entities.
Securities and insurance products are offered through INFINEX INVESTMENTS INC. and its affiliates, member FINRA/SIPC. Infinex Investments Inc. and Exchange Investment Services, Inc. are independent entities.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by any Government Agency | Not a Bank Deposit
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