Sentry Insurance: Asset Allocation v1.1

Note:
This calculator provides only an estimate based on the inputs you have given and the assumptions of this calculator. This is not meant to replace the advice of a professional. You should seek the advice of a financial advisor about your particular situation. Investment returns may fluctuate yielding different results than this calculator. Investment returns are not guaranteed.

Sentry Life Insurance Company, Stevens Point, Wisconsin (products not available in all states)
Sentry Life Insurance Company of New York, Syracuse, New York (products available in New York only)




Risk Profile Assessor What type of an investor are you? When you think about investing for your retirement, do you want to take as little risk as possible or do you want to try to achieve higher returns by assuming more risk? Our investment risk quiz should help to give you an idea. Read each question below and select your answer. When you've answered all six questions, click the "Analyze" button to get your score along with feedback on your risk profile. Please answer the following six multiple choice questions: First you need to answer the risk questionnaire. 1. How many years until I retire? a. 25 years or more b. 20 years c. 15 years d. 10 years e. 5 years 2. I prefer an investment that has a chance to provide a high return next year, even though it has performed poorly in recent years, instead of an investment that will assure a 5% return in the next year. a. strongly agree b. agree c. neutral d. disagree e. strongly disagree 3. If I were picking stocks to invest in, I would try to choose companies working on breakthrough products. a. strongly agree b. agree c. neutral d. disagree e. strongly disagree 4. Many investments can decline significantly in value, especially in the short term. How comfortable am I holding onto an investment, even though it declined in value from $25,000 to $18,000 in one year? a. very comfortable b. comfortable c. neutral d. uncomfortable e. very uncomfortable 5. I consider myself knowledgeable about the risks and potential returns associated with investing in stocks, bonds and other securities. a. strongly agree b. agree c. neutral d. disagree e. strongly disagree 6. I feel comfortable that I can achieve my retirement goals given my current income level and assets (e.g., 401(k) plan, IRAs, home equity, savings accounts). a. strongly agree b. agree c. neutral d. disagree e. strongly disagree This quiz provides general guidance and should not be treated as specific investment advice. Note: This calculator provides only an estimate based on the inputs you have given and the assumptions of this calculator. This is not meant to replace the advice of a professional. You should seek the advice of a financial advisor about your particular situation. Investment returns may fluctuate yielding different results than this calculator. Investment returns are not guaranteed. Sentry Life Insurance Company, Stevens Point, Wisconsin (products not available in all states) Sentry Life Insurance Company of New York, Syracuse, New York (products available in New York only) WebCalcs® Software Copyright ©1995-2010, Torrid Technologies, Inc. All Rights Reserved.