Investor Profile and Asset Allocation Calculator Use this tool to establish an investor profile and compare an investor's current asset allocation against a model portfolio suitable for that profile. Questions 1. When making a long-term investment, I plan to hold the investment for 1-2 years3-4 years5-6 years7-8 years9-10+ years 2. If you owned an investment that fell 20 percent over a short period, what would you do? Sell all of the investmentSell a portion of the investmentSell nothingBuy more of the investment 3. Generally, I prefer an investment with little or no fluctuation in value, and I am willing to accept the lower returns associated with these investments. I strongly agreeI agreeI disagreeI strongly disagree 4. When it comes to investing in stocks or bonds, I would describe myself as a Very inexperienced investorSomewhat inexperienced investorSomewhat experienced investorExperienced investorVery experienced investor 5. How optimistic are you about the long-term prospects for the economy? PessimisticUnsureSomewhat optimisticVery optimistic 6. What do you hope your portfolio value will be 10 years from now? A little more than it is todayModerately greater than it is todaySubstantially greater than it is today 7. What is your current income requirement (interest plus dividends) from this portfolio? More than 4 percent2 percent to 4 percent0 percent to 2 percent Current Asset Allocation Cash $ Bonds $ Large-cap Stocks $ Small/Midcap Stocks $ Foreign Stocks $