Coast Retirement — Interactive Simulator

Know Your Real Risk Tolerance

Answer 10 questions to find your risk profile, confirm your allocation, then survive the actual 2022 bear market with real monthly data. Your decisions. Real consequences.

Question 1 of 100%
Question 1 of 10
Your portfolio drops 20% in one month. What do you do?
A
Buy more — it's on sale. I increase my monthly contribution.
B
Hold steady. I don't change anything and don't check it daily.
C
Move some to cash until the market stabilizes.
D
Move everything to cash. I can't afford to lose more.
Question 2 of 10
You have $10,000 to invest today. Which would you choose?
A
A fund that could return +40% or −25% in any given year.
B
A diversified index fund returning ~7% with occasional 15% dips.
C
A conservative blended fund returning ~4% with small dips only.
D
A high-yield savings account at 4.5% — no downside whatsoever.
Question 3 of 10
Your portfolio loses 30% of its value. Every expert says it will recover in 3–5 years. How do you feel?
A
Fine. I wouldn't even look at the balance for a few months.
B
Uncomfortable, but I'd stay the course without changing anything.
C
Sick to my stomach. I'd probably move some to safer assets.
D
I'd sell everything and wait for the recovery before reinvesting.
Question 4 of 10
What is your investment time horizon — when will you need this money?
A
20+ years. This is retirement money I won't touch for decades.
B
10–20 years. I have time to recover from a bad stretch.
C
5–10 years. A major loss would affect my plans.
D
Under 5 years. I might need this money relatively soon.
Question 5 of 10
A coworker tells you they made 60% returns on a single stock tip. What do you do?
A
Ask for the ticker and put a meaningful amount in today.
B
Research the company thoroughly before deciding whether to invest.
C
Nod politely and stick to my index funds.
D
Warn them about concentration risk and suggest they diversify.
Question 6 of 10
In 2022, the S&P 500 dropped 18% and bonds dropped 13% simultaneously. If that happened to your portfolio today, you would:
A
Increase contributions. This is the best buying opportunity in years.
B
Stay the course. I knew volatility was possible when I invested.
C
Reduce contributions until things look clearer.
D
Exit the market entirely and wait for stability.
Question 7 of 10
Which best describes your current financial safety net?
A
I have 6+ months of expenses in cash and no high-interest debt.
B
I have 3 months saved but carry some manageable debt.
C
I live close to paycheck-to-paycheck. A loss would be a real problem.
D
My debt exceeds my savings. I'm working on it.
Question 8 of 10
You invest $500/month for a year. At month 12, your balance is $4,200 — not the $6,200 you expected. You:
A
Increase to $700/month — more units at a lower price.
B
Continue at $500/month without changing anything.
C
Pause contributions and reassess the strategy.
D
Stop and move what's there to a savings account.
Question 9 of 10
How much of your total investable net worth would you be comfortable putting in the stock market?
A
90–100%. Time heals all market wounds.
B
70–90%. Mostly equities with a small cushion.
C
40–70%. A meaningful bond allocation helps me sleep.
D
Less than 40%. Capital preservation matters most to me.
Question 10 of 10
Which retirement outcome would you prefer?
A
A portfolio that could be worth $2.5M — but might be $800K depending on markets.
B
A portfolio that will almost certainly be worth $1.2M.
C
A guaranteed $900K, no matter what markets do.
D
A guaranteed $700K in a fully protected instrument.
2022 Market Simulation
You start with $10,000 on December 31, 2021. Real returns. Real decisions.
Month
0 / 12
Your Balance
$10,000
Starting value
Expected Return
$10,000
at your weighted rate
vs Expected
Difference
Decision Pattern
Your Portfolio
Recommended (quiz)
Expected rate
Months ahead
Your Decisions