⚖️ Risk Comfort
Answer 5 friendly questions to gauge your comfort with ups/downs and get a suggested equity/bond mix.
Questions
1) Time horizon for your main goal?
030+
2) If your portfolio fell 20% in a year, what would you do?
SellBuy more
3) How steady is your job/income?
LowHigh
4) How anxious do market swings make you feel?
VeryNot much
5) What’s your investing experience?
BeginnerAdvanced
Suggested Mix
Risk comfort score: —
Suggested equity: —
Suggested bonds/cash: —
Rebalance band: —
Typical drawdown range: —
Comment: —
| Profile | Equity % | Bonds/Cash % | 1-yr drawdown (typical) |
|---|---|---|---|
| Move the sliders and click “Get My Mix”. | |||
Estimates use rough historical relationships. Not advice; tailor to your goals, taxes, and constraints.