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www.Profile-Financial.com
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?
*
<Choose one of the following>
I am comfortable with aggressive investments
I am comfortable with moderately aggressive investments
I am a conservative investor
I can't stand the thought of losing any money
What type of investment are you considering?
*
Stock
Bond
Mutual fund
ETF
Managed account
CD
Real esate
Not sure
Other
Other
When do you expect to need the money
that you are considering investing?
*
<Choose one of the following>
less than one year
one to three years
three to five years
five to ten years
more than ten years
not sure
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
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
Not sure of the name? That's OK.
Just put some identifying information here
so you can distinguish it from other investments.