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Risk Tolerance & Investment Portfolio Diversification Assessment

Risk Tolerance & Investment Portfolio Diversification Assessment is designed to enable individual investors through the help of their financial advisors to develop a results-oriented and robust investment strategy with the aim of achieving maximum investment returns, minimizing or eliminating investment risk through a well-structured investment portfolio in line with the individual investor financial goals.

This assessment when taken will enable an individual investor to appreciate his or her risk tolerance level and appetite to improve their financial security situation at all times.

Take the Risk Tolerance & Investment Portfolio Diversification Assessment and know your score to improve your investment strategy, investment returns, minimize or eliminate investment risk through a well-structured portfolio in line with your financial goals. Please feel free to share your results of the test with our financial experts to enable them advice you through our financial planning advisory services.

NB: If you would like to share your Risk Tolerance & Investment Portfolio Diversification Assessment test score with us for our assessment, please (State your Name, Age, Profession, Educational level).

Risk Tolerance & Investment Portfolio Diversification Assessment

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Last Page
Name *
Gender *
Age *
Profession *
Education *
Marital status *
Number of Children (if any)
Email *
Phone number *

Your Investment Time Frame

1. In approximately how many years do you expect to spend money you’re investing? *
2. Do you expect to withdraw more than one-third of the money in this account within seven years (for a home purchase, college tuition, or other major need)? *
Subtotal for Question 1 and 2 (Subtotal A): 
0.00

How does this investment fit into your total financial picture?

3. Approximately what portion of your total “investment assets”- cedi amount of the investments you currently have –will this investment represent? *
4. Which ONE of the following describes your expected future earnings over the next five years? (Assume that inflation will average 15%)? *
5. Approximately what portion of your monthly take – home incomes goes towards paying off instalment debt (auto loan, personal loan, etc) other than a home mortgage? *
6. How many dependents do you have? ( Include children you continue to support, spouse , elderly parents, etc) *
7. Do you have emergency fund? ( savings of three to six months after-tax income) *
8. If you expect to have other major expenses ( such as college tuition, home down payment, home repairs, etc)? *

Your Personal Risk Tolerance

9. Have you ever invested in individual bonds or bonds mutual funds? *
10. Have you ever invested in individual stocks or stock mutual funds? *
11. Which ONE of the following statements best describes your feelings about investments risk? *
12. If you could increase your chances of improving your returns by taking More risk, would you: *
Subtotal for Question 1 and 2 (Subtotal A):  
0.00
Subtotal for Question 3 through 12 (Subtotal B): 
0.00


Your Risk Tolerance & Investment Portfolio Diversification Assessment

Total Score (A - B):  

0.00

NB: If you would like to share your Aanstreet Risk Tolerance & Investment Portfolio Diversification Assessment test score with us for our assessment, please (State your Name, Age, Profession, Educational level). Please WhatsApp to 0265424487 with the subject: Aanstreet Risk Tolerance & Investment Portfolio Diversification Assessment or email your score to info@aanstreetfinance.com or aanstreetpersonalfinance@gmail.com with the subject: ARTIPD–ASSESSMENT. For more information or to set up a time to visit our professionals, please call 0265424487 0r 0506397405 or send an email to the same address or Click on the CHAT button at end of the assessment.

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Click the button to take the assessment to improve your financial security
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Click the Financial Wellness Assessment button below to start taking control of your finances
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To lower your financial stress and improve productivity, click the Financial Stress Assessment button
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Click the button to take the assessment to improve your financial security
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