Next, you'll answer a series of risk tolerance questions to help us understand your investment preferences. We'll seek to discover if you prefer:
- Taking on more risk, which means you'll receive more equity exposure in your portfolio.
- Taking on less risk, which means you'll receive more fixed income exposure in your portfolio.
- A mixed approach, which means you'll receive a balanced mix of equity and fixed income in your portfolio.
If you're investing for retirement or a major purchase, time will be the key determining factor in your portfolio allocation. Your risk tolerance will determine the "tilt" to your portfolio - whether you have more equity or more fixed income investments, or a balance of the two. On the other hand, if you're investing for general purposes, your risk tolerance will be the key determining factor in your portfolio allocation.