I would like to get as much long-term growth from my investment funds as possible, even if it means dramatic ups and downs on a year-to-year or month-to-month basis in my investment results.
I believe I will have enough money to reach my goal; therefore, I must protect what I have.
I believe I will not have enough money to reach my goal; therefore, I must take risk to get ahead.
I would like to protect the money that I invest even if it means getting very little long-term growth.
I believe I will have enough money to reach my goal; therefore, I can afford to take some risk.
I believe I will not have enough money to reach my goal; therefore, I cannot afford to risk what I have.
Earning the highest possible return is the first priority, even if it requires taking some risk to do so.
I prefer an investment strategy designed to grow steadily and avoid sharp ups and downs, even if it lowers the long-term returns.
Short-term losses are acceptable if I have confidence that the long-term returns will be good.
Protecting the money I have is a higher priority for me than making it grow.
If I inherited a large sum of money, I would put it in the bank rather than invest it in stocks.
For the right opportunity, I would quit my job and start my own business.
I do not think I will need to spend any of my principal before the end of my planning horizon.
Other assets I own, such as a pension, inheritance, or personal savings account, form a substantial portion of my net worth.
Source: Frank Russell Company; LifePoints® Investor Profile
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