Thrift Savings Plan Questionnaire

First Name

Last Name

Email

Date of Birth

Expected Retirement Age

Current TSP Fund Allocation

C Fund

S Fund

I Fund

G Fund

F Fund

L Fund

Total TSP balance

under $50k

$50–150k

$150–300k

$300k+

Risk Profile

How would your best friend describe you as a risk taker?

A real risk avoider

Cautious

Willing to take risks after completing adequate research

A real gambler

When you think of the word 'risk,' which comes to mind first?

Loss

Uncertainty

Opportunity

Thrill

How comfortable are you investing in stocks or stock mutual funds?

Not at all comfortable

Somewhat comfortable

Very comfortable

Given the best and worst case returns below, which would you prefer?

$200 gain best case; $0 gain/loss worst case

$800 gain best case; $200 loss worst case

$2,600 gain best case; $800 loss worst case

$4,800 gain best case; $2,400 loss worst case

You are on a TV game show. Which would you take?

$1,000 in cash

A 50% chance at winning $5,00

A 25% chance at winning $10,000

A 5% chance at winning $100,000

A relative leaves you $100,000 stipulating you invest it all in one choice. Which do you select?

A savings account or money market mutual fund

A mutual fund that owns stocks and bonds

A portfolio of 15 common stocks

Commodities like gold, silver, and oil

Comments

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