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Determine your investment time horizon and risk tolerance
Your investing strategy should reflect the kind of investor you are. This questionnaire contains two assessments. The first is Charles Schwab’s standard model, covering time horizon and risk tolerance. The second is Bull Run’s own, which goes further — measuring how you have actually behaved through real market cycles rather than how you expect you would.
Together they place you on the conservative-to-aggressive spectrum and identify which of our five model portfolios fits you. The average time to complete is 10–15 minutes.
Your time horizon
When will you begin withdrawing money from this account, and at what rate? If that day is many years away, there is more time to weather the market’s inevitable ups and downs — and more room for a portfolio with greater potential for appreciation and a higher level of risk.
Your risk tolerance
How do you feel about risk? Some investments fluctuate far more dramatically in value than others, but may carry the potential for higher returns. It matters that your investments sit inside your own tolerance for that risk — not somebody else’s.
Start with the basics
Every field is required. All of it stays confidential and is used only to build your profile and, if you’d like, a portfolio proposal.
Charles Schwab’s standard investor profile model. Seven questions: the first two establish your time horizon, the next five your tolerance for risk. Your two subtotals intersect on Schwab’s profile matrix to produce a baseline profile.
Schwab standard modelA score below 3 indicates a very short investment horizon. For a horizon that short, a low-risk mix of short-term bonds and cash is more appropriate than equities — we’ll flag it in your results.
Model portfolios built on broad asset-allocation principles are a solid foundation. We go a step further. These fourteen questions separate what your circumstances can absorb from what your temperament can tolerate — and weigh what you actually did in 2008, 2020 and 2022 over what you predict you would do next time.
Bull Run proprietary assessmentAssume you are offered one of the highest-potential growth opportunities available in the public markets — targeting a long-term annualized return of roughly 20% over the next twenty years. In exchange, you accept periodic drawdowns of varying depth depending on the market cycle. What level of drawdown would you accept in pursuit of that return?
This one sits outside the scoring — it will not move your profile. It tells Chris how to talk with you about the Equity Innovation strategy.
Sign, and your profile unlocks
Your results, all five model portfolios, and a live growth comparison against the S&P 500 appear immediately below once you sign. A signed copy goes to Chris.
Sign here
Use your mouse, trackpad, or finger. This becomes the signature on your questionnaire record.
By applying your signature you agree it is the legal equivalent of your handwritten signature on this questionnaire. Your signature, the moment you signed, and your responses are recorded together.
Questions? Seeking Further Insight?
Connect with our experts at BRIM.