Robo Questioner - Investors Lounge

I plan to begin withdrawing money from my investment in :

Less than 3 years

3 - 5 Years

6 - 10 Years

11 Years or more

Once I begin withdrawing funds from my investments, I plan to spend all the fund in :

Less than 2 years

2 - 5 Years

6 - 10 Years

11 Years or more

I would describe my knowledge of investments as :

None

Limited

Good

Extensive

When I invest my money , I am :

Most concerned about my investment losing value

Equally concerned about my investment losing or gaining value

Most concerned about my investment gaining value

Select the investments you currently own :

Bonds and / or bond funds

Stocks and / or stock funds

International securities and / or internaitional funds

Imagine that in the past three months, the overall stock market lost 25% of its value. An individual stock investment you own also lost 25% of its value. What would you do?

Sell some of my shares

Do nothing

By more shares

We've outlined the most likely best-case and worst-case annual returns of the five hypothetical investment plans. Which range of possible outcomes is most acceptable to you?

The figures are hypothetical and do not represent the performance of any particular investment.

Plan Average Annual Return Best-case Worst-case

A 7.2 % 16.5 % - 5.6%

B 9.0 % 25.0 % - 12.1 %

C 10.2 % 33.6 % - 18.5%

D 11.7 % 42.8 % - 24.6%

E 12.4 % 50.8 % - 28.6%

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