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Which of the following best describes what you need from your overall portfolio?
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Below, you'll see three hypothetical investments, with approximate rate of returns of 5%, 7.5%, and 11.5%. The charts show how
$10,000 would have grown in each investment had you invested 10 years
ago and not added or removed any money. Which investment – taking
into account both return and volatility
– looks most attractive to you?
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How would you describe the types of investments you've made in the past?
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If you invested $10,000 in a stock mutual fund with a good historical performance record, and you lost $1,000 (10%) over the course of a few months, you would...
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Do you have an emergency fund for short-term (less than one year) cash needs?
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How much of your monthly income is used to pay off debt? (e.g., credit
cards, auto loans, other installment loans, but not your home mortgage)
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Which statement best describes your long-term investment strategy?
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How much time do you have to reach your primary investment goal?
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The tools and calculators provided on this site are for educational and illustrative purposes only. Wells Fargo makes no representations as to their accuracy and assumes no liability for such content. The accuracy of the calculations and their applicability to your circumstances are not guaranteed. For personal advice regarding your financial situation, please consult with a financial advisor.
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