MyPlanner Beta: Asset Allocation

Step 11 of 15 Asset Allocation

MyPlanner

Answer 5 quick questions to discover your risk tolerance and ideal portfolio mix.

Risk Tolerance Questionnaire

Answer all 5 questions, then click Get Allocation.

1. Your investment time horizon

2. How would you react to a 20% market decline?

3. What matters most to you?

4. Your annual income stability

5. What is your primary financial goal?

🔒 My Finance Vault 0 fields

Your financial data synced across all steps.

Your Allocation

Answer the 5 risk tolerance questions to get your personalized asset allocation.

Methodology & Guidance

Method: A 5-question risk tolerance questionnaire based on time horizon, risk reaction, goal priority, income stability, and investment objective. Each answer scores 1-4 points. Total score (5-20) maps to one of 4 risk profiles: Conservative, Moderate, Growth, or Aggressive.

Outputs: Risk score, recommended stock/bond/cash allocation percentages, and suggested ETF portfolios that match your profile.

How to use: Use your allocation to guide investment choices. Revisit this questionnaire annually or after major life changes. Click any ticker symbol to research the fund.

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Powered by MyPlanIQ. Asset allocation is based on a simplified risk questionnaire and is for informational purposes only. Not financial advice. Consult a professional for personalized recommendations.