Question 2: To what extent do you agree or disagree with the following? "I do not foresee any major expenses that would require significant principal withdrawals from this investment account in the next five years."
Question 3: What percentage of your total investable net worth (excluding primary residence) does this portfolio represent?
Question 4: On a long-term basis, what average annual rate of return best reflects your objective for "total return" on your portfolio?
Question 5: When do you expect this investment account to provide a regular source of income?
Question 6: To what extent do you agree or disagree with the following? "I have had prior experience with and understand the concept of investment risk related to stocks, bonds, mutual funds, and other investments."
Question 7: How would you describe your general attitude toward investing?
Question 9: To what extent to you agree or disagree with the following?
"My income is adequate and stable and my debt level is low."
Question 10: What do you believe is an adequate time frame for evaluating portfolio returns?
Question 11: To what extent to you agree or disagree with the following? "I am willing to wait several years to recover from losses I incur in an extended down market."