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Risk Aversion Quiz

Risk Aversion Scale

In the below scenarios you'll be given an update about an investment. You can then decide to Sell, to Do Nothing or to Buy More.

Your choices are scored based on the riskiness of your answer and that helps to determine your risk aversion score. Your Risk Aversion score is then used to break down your portfolio between stocks, or your "risky" portfolio, and bonds, or your "risk-free" portfolio.


Scenario Question
# 1 A financial advisor tells you they will not sign a fiduciary agreement then proceeds to offer you additional investment productions beyond what you already have with them. What would you do in this situation?
Sell Do Nothing Buy More
# 2 A mutual fund you purchased at the beginning of the year hasn't grown. What would you do in this situation?
Sell Do Nothing Buy More
# 3 A company you invest in announces that they are purchasing a company in an unrelated industry. What would you do in this situation?
Sell Do Nothing Buy More
# 4 Houses in your neighborhood are up for sale at a price below what you paid. What would you do in this situation?
Sell Do Nothing Buy More
# 5 The stock market recently experienced three days of 2%+ gains. What would you do in this situation?
Sell Do Nothing Buy More
# 6 A company you like and invest in decides to purchase a company whose products or business practices you don't like. What would you do in this situation?
Sell Do Nothing Buy More
# 7 This weekend you were at a local market and your favorite perishable food was on sale. You only wanted two servings but it's half off. What do you do in this situation?
Sell Do Nothing Buy More
# 8 You recently purchased an investment that immediately lost more than 20% of its value. What would you do in this situation?
Sell Do Nothing Buy More

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