assets
Variable | Question text | Label |
---|---|---|
as_001a | Do you have any loans outstanding? Please select all that apply. | I have a mortgage loan outstanding |
as_001b1 | Mortgage loan | mortgage loan |
as_001b2 | Personal loan | personal loan |
as_001b3 | Credit card balance | credit card balance |
as_001b4 | Car loan | car loan |
as_001b5 | Payday loan | payday loan |
as_001b6 | Student loans | student loans |
as_001b7 | Overdraft at the bank | overdraft at the bank |
as_001b8 | Another type of loan (^as_001a_other) | another type of loan |
as_002a | Do you have any money invested in deposits or savings accounts (in banks or other financial institutions)? | any money invested in deposits or savings accounts |
as_002b | What is the highest interest rate that you earn on any of these accounts? | rate money invested in deposits or savings accounts |
as_003 | What is the approximate total value of the stocks in your current financial investment portfolio? This portfolio is defined as the sum of your investments in retirement accounts and investments that are held outside these accounts. Stocks are defined as the stocks of individual firms and investments in equity mutual funds. | approximate total value of stocks in current financial investment portfolio |
as_004a | I expect the average annual return over the next 10 years will be | expect return to be |
as_004a_dk | I don't understand the question and/or I don't know what to answer. | |
as_004a_dk_confirm | I don't understand the question and/or I don't know what to answer. | |
as_004b | I believe that there is a small (1-in-10, or 10 percent) chance the actual return over 10 years will be less than | 1 in 10 return will be less than |
as_004b_dk | I don't understand the question and/or I don't know what to answer. | |
as_004b_dk_confirm | I don't understand the question and/or I don't know what to answer. | |
as_004c | I believe that there is a small (1-in-10 or 10 percent) chance the actual return over 10 years will be greater than | 1 in 10 return will be greater than |
as_004c_dk | I don't understand the question and/or I don't know what to answer. | |
as_004c_dk_confirm | I don't understand the question and/or I don't know what to answer. | |
as_005 | Generally speaking, would you say that most people can be trusted or that you have to be very careful in dealing with people? | most people can be trusted |
as_006 | How important is the following factor in determining the percentage of your investable assets that is currently invested in stocks?
The possibility of even small losses on my stock investments makes me worry. | even small losses with stock investments cause worry |
as_007a | During the 6 lowest years of the market over that time, returns were less than | 6 lowest years actual return was less than |
as_007b | I believe that the average annual return over the past 60 years was | average return was |
as_007c | During the 6 highest years of the market over that time, returns were greater than | 6 highest years actual return was greater than |
as_008a | Estimated current value of your main residence (house or apartment) if you own one | estimated current value of your main residence (house or apartment) |
as_008b | Estimated current value of your other properties (rental, holiday homes, etc) if you own any | estimated current value of other properties (rental, holiday homes, etc) |
as_008c | Total value of your bank accounts, savings deposits, cash, and money that you lent to friends or family members | total value of your bank accounts, savings deposits, cash, and money lent to friends or family members |
as_008d | Remaining value of your mortgage loan | remaining value of your mortgage loan |
as_008e | Total value of your other debts (such as car loan, student loan, credit card balance, personal loans, money you owe friends and family members and payday loans) | total value of your other debts |
as_label |