Investment Evaluation Tool

This tool will not tell you whether a specific investment will make money.
Instead, it will give you insight to make a wise decision about
whether you should buy a specific position.

What is the name of the investment? *

What is your tolerance for risk? *

What type of investment are you considering? *

When do you expect to need the money
that you are considering investing? *

How much money are you considering investing?
(Enter dollar amount) *

What is your total net worth (excluding your home)? *

Percentage of your net worth you're thinking of investing

In a bad market scenario, how much of a drop do you think this investment could suffer?
We're not talking "end of the world" situations, but just bad markets.
"I think it is possible that this investment could drop as low as $ (fill in a dollar amount)." *

Amount I could lose

If the markets are "normal," what percent return do you think this investment could make on
average over the time that you plan to hold it? Do you think you'll make 1% per year, 3% per
year, 10% per year? (In the box on the right, enter a percentage, like "4"%) *

Why do you think this is a good investment?
In your own words, explain why it will make money. *

What are two or three specific risks
that this investment entails? *

What are the costs of the investment? *

I have no idea

Here's what it costs

How much tax would you have to pay if you
make money on the investment? *

Name *

Email address *

* = Input is required