Circle the answer that best describes your response. Preservation of capital is most important to me. I would accept a lower yield on my bond investments in exchange for the relative safety of government securities. Although emerging growth stocks offer high potential return, I would prefer a portfolio of established, high-quality equity securities. I would choose share price stability over higher current return.
Portfolio diversification is an important investment consideration.
I would accept a lower current yield if I could access my money at any time. I would choose U.S. government bonds versus stocks as my primary long-term investment. I would choose current liquidity over higher, long-term total return. Preservation of capital 13-17 pts. Moderate Moderate Have more available income Emphasis on capital appreciation Income Capital appreciation Total return 18-24 pts.