Explore Example Portfolios

This assessment helps you explore different risk classes and see example portfolio allocations that match various investor profiles. This is for educational purposes only.

What to Expect

A comprehensive yet quick assessment to match you with the right educational portfolio example

Assessment Process

11 carefully crafted questions

Takes approximately 5-9 minutes

No registration required

Your Results

Matched risk class (R1-R12)

Example portfolio allocation

Educational portfolio insights

Free • No registration required • Takes 5-9 minutes

How It Works

1. Profile Assessment

Questions about demographics, experience, and financial situation

2. Risk Class Matching

Questions to help match you with an appropriate risk class example

3. Example Portfolio

See an example portfolio allocation that matches your risk class

Important Notice:

This assessment is for educational purposes only and does not constitute financial advice. The results show example portfolios for different risk classes, not personalized recommendations. A comprehensive individual risk assessment requires professional consultation.