What is your risk profile? Find out...

Nature's intelligence functions effortlessly, frictionlessly, spontaneously. It is non-linear; it is intuitive, holistic, and nourishing. And when you are in harmony with nature, when you are established in the knowdledge of your true Self, you can make use of the Law of Least Effort.


And when we harness the forces of harmony, joy, and love, we create success and good fortune with effortless ease.


(Deepak Chopra)



There is a link between the amount of risk an investor takes and the amount of the return on the investment. Higher risk provides higher return with a potential of higher loss. Lower risk investments offer lower return but greater security.


Each investor is different and has a different attitude to investment.



Find your right risk profile:

Investor questionnaire - Determine your risk/return profile
This questionnaire will help you to focus on your time horizon, financial goals, and risk tolerance so you can pinpoint an asset allocation strategy that is right for you. Answer all questions and add up the points. Next, match your point total to the risk/return potential for the model portfolios on the following page.
Investor Questionnaire_Risk_Return Profi
Adobe Acrobat Document 633.7 KB
Risk Tolerance Questionnaire
Risk Tolerance and Return Requirements Q
Adobe Acrobat Document 514.4 KB

What's your target return & holding period?

Source: Finance in a nutshell (Javier Estrada)

For any target return below 9% (the long-term mean annual compound return), as the holding period increases, the probability of obtaining at least the target return also increases. For any target return above 9%, the probability of obtaining at least the target return decreases as the holding period increases. Taken together, these points reinforce the argument that, as the investment horizon increases, the mean annual compound delivered by the market tends to converge to its long-term mean annual compound return.

Check your Asset Allocation & Risk Profile and print your PDF


Be sure to review your portfolio every six months to account for changes in your circumstances.

AA-Tools for simulation:

What can you afford to lose?

Hist. stats for UK 50% growth portfolio, 10 largest falls

Data since 1970, rolling 10 years, based on accumulation indexes

(Source: FinaMetrica)



Your personal questionnaire is the most important tool, the foundation of our conversation about your unique combination of risk preferences and aversions.


“There’s your psychology — we need to figure out what that is; what risks you need to take to achieve your goals; we need to apply some form of stochastic modeling to find out how to achieve your goals, your capacity for loss; and whether you actually understand anything.”

Nothing can replace a personal and confidential conversation about your risk profile.


This is key in financial planning.

Arrange a personal & confidential meeting





Contact: email: sautterinvest@bluewin.ch


visit us in Zürich - Switzerland, call +41 79 514 17 96 to arrange a confidential meeting


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