MENTOR ME CAREERS

Portfolio Risk Assessment Form

Risk Tolerance Assessment

Five-Item Risk Assessment Instrument

Select one response for each statement. Each response is scored as follows: Strongly agree = 1, Tend to agree = 2, Tend to disagree = 3, Strongly disagree = 4. Total score ranges from 5 to 20, with higher scores indicating greater risk tolerance.

1. Investing is too difficult to understand.

2. I am more comfortable putting my money in a bank account than in the stock market.

3. When I think of the word “risk,” the term “loss” comes to mind immediately.

4. Making money in stocks and bonds is based on luck.

5. In terms of investing, safety is more important than returns.

Assessment Result

Total Score: / 20
Risk Tolerance:
ALLEN ARAVINDAN,CFA
ALLEN ARAVINDAN,CFA

A CFA charterholder with hands-on experience across investment analysis and finance education. At MentorMeCareers, he writes and reviews content on CFA, financial modeling, and investment banking careers — grounded in real market data rather than generic advice, and shaped by what actually helps candidates and professionals succeed.