Assetallocquest 2025

See details

4 out of 5

20 votes

The document is an Asset Allocation Questionnaire designed to help individuals assess their time horizon and risk tolerance for investment purposes. It includes sections for personal information, financial goals, risk tolerance questions, and a scoring system to suggest an appropriate asset allocation strategy ranging from conservative to aggressive. Additionally, it provides disclaimers about the risks associated with various investments and emphasizes the importance of understanding these risks before making investment decisions.

Here's how it works

01. Edit your assetallocquest online

Type text, add images, blackout confidential details, add comments, highlights and more.

02. Sign it in a few clicks

Draw your signature, type it, upload its image, or use your mobile device as a signature pad.

03. Share your form with others

Send it via email, link, or fax. You can also download it, export it or print it out.

How to use or fill out assetallocquest with our platform

Ease of Setup

DocHub User Ratings on G2

Ease of Use

DocHub User Ratings on G2

Click ‘Get Form’ to open the asset allocation questionnaire in the editor.
Begin with SECTION 1: Contact Information. Fill in your first name, middle name, last name, address, phone number, city, state, and ZIP code.
Move to SECTION 2: Your Personal Financial Situation. Select your primary financial goal for this investment from the provided options.
Answer the Time Horizon Questions by selecting your current age range and anticipated cash distribution timeline.
In SECTION 3: Your Risk Tolerance and Investment Experience, respond to questions regarding your risk tolerance and investment preferences by choosing the most applicable statements.
Calculate your total score based on your responses as indicated in the form. This will help you determine your suggested asset allocation strategy.
Finally, complete SECTION 4: Signature by signing and dating the form to acknowledge that your answers reflect your personal choices.

Start filling out your asset allocation questionnaire today for free using our platform!

See more assetallocquest versions

We've got more versions of the assetallocquest form. Select the right assetallocquest version from the list and start editing it straight away!

Versions	Form popularity	Fillable & printable
2015	4 Satisfied (20 Votes)

be ready to get more

Complete this form in 5 minutes or less

Get form

Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How can I eSign my assetallocquest in Word?

Microsoft Word doesn’t have signing tools to generate legitimate electronic signatures and enforceable forms. Luckily, DocHub is an online eSignature-compliant editor that supports various document formats, such as .doc files. Log in to your account and upload the Word edition of your assetallocquest from your device and cloud, or URL - our editor will automatically transform it into an editable PDF. Make all necessary alterations in your form and click Sign to generate your own legally-binding electronic signature. You will find four signing options from which to choose.

How do you get assetallocquest for my state?

If you are looking for a state-specific assetallocquest sample, you will find it in our DocHub Forms & Templates catalog. Use the search field, key in your form’s name, and search through the results for your state. You can also filter out irrelevant results while exploring our catalog by groups.

Is 70/30 a good investment strategy?

70/30 is aggressive but reasonable, especially if you have substantial International equities. This is my exact asset allocation and I plan on retiring next year. As stocks keep moving higher, we keep buying bonds (and hold our nose) to rebalance to our target AA.

What is the 110% rule?

Ask the Fool: The rule of 110 Enter the Rule of 110. According to the rule, if you start with the number 110 and subtract your age, youll arrive at the best percentage of your portfolio to keep in stocks. So if youre 50, youd be 60% in stocks.

What is the 12 20 80 rule?

It begins with the foundation: Set aside an amount equal to 12 months of essential expenses in highly liquid and low-risk instruments such as liquid funds. Once this emergency corpus is secured, the remaining investible amount is allocated in a 20:80 split between gold and equity.

What is the average return on a 70 30 portfolio?

There is no one-size-fits-all answer. The choice between an 80/20 and a 70/30 split should be guided by the size and nature of your dataset, the complexity of your model, and the importance of thorough evaluation. For large datasets, both splits can be effective.

What is an asset allocation?

Asset allocation involves dividing your investments among different assets, such as stocks, bonds, and cash. The asset allocation decision is a personal one. The allocation that works best for you changes at different times in your life, depending on how long you have to invest and your ability to tolerate risk.

Is 70/30 a good asset allocation?

A 70/30 portfolio may suit investors with a slightly higher risk tolerance and a time horizon of 10+ years, as equities drive long-term returns while bonds cushion market dips. Mid-career professionals can benefit from this strategy.