Planit:FinaMetrica Risk Profile Exercise Answer Key

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Question One:

You recommend that Julie use a FinaMetrica Risk Profile to get the most out of her investment strategy. Julie’s risk profile is very aggressive.

Answer:

On the Risk Profile screen click on the FinaMetrica button at the top of the screen. Answer the questions so that a very aggressive Risk Profile is calculated.

One possible combination includes:

File: investstrat10.jpg

Click the Results button to check the resulting Risk Profile.

Note: If you do not have access to Finametrica, or have an expired ID, simply complete the regular Web Advisor Risk Profile Questions to result in a Very Aggressive Risk Profile.

A set of answers using the regular web advisor that would do this could be:

File: investstrat11.jpg

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