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Variable Question text Label
FLMonth
as_003What 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_003_dhI do not have any investments in stocks
as_004aI expect the average annual return over the next 10 years will beexpect return to be
as_004a_dkI don't understand the question and/or I don't know what to answer.
as_004a_dk_confirmI don't understand the question and/or I don't know what to answer.
as_004bI believe that there is a small (1-in-10, or 10 percent) chance the actual return over 10 years will be less than1 in 10 return will be less than
as_004b_dkI don't understand the question and/or I don't know what to answer.
as_004b_dk_confirmI don't understand the question and/or I don't know what to answer.
as_004cI believe that there is a small (1-in-10 or 10 percent) chance the actual return over 10 years will be greater than1 in 10 return will be greater than
as_004c_dkI don't understand the question and/or I don't know what to answer.
as_004c_dk_confirmI don't understand the question and/or I don't know what to answer.
as_006How 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_009Which of the following brokerage services did you use for trading from February to ^FLMonth 2021 (please tick all that apply):Robinhood
as_009_orderorder answer options 2021 brokerage service used
as_010aHow many individual transactions (buying or selling stocks) did you make during the period of February-^FLMonth 2021?2021 how many transactions made
as_010bApproximately how many individual stocks did you trade during the period of February-^FLMonth 2021?2021 how many stocks traded
as_011bWas it a buy or sell transaction?buy or sell transaction
as_012In an earlier questionnaire (UAS 295 fielded in June 2020) you reported that you bought or sold stocks in the period between February and June 2020.

Which of the following brokerage services did you use for trading in this period (please tick all that apply):
Robinhood
as_012_orderorder answer options 2020 brokerage service used
as_013aHow many individual transactions (buying or selling stocks) did you make during the period of February-June 2020?2020 how many transactions made
as_013bApproximately how many individual stocks did you trade during the period of February-June 2020?2020 how many stocks traded
as_014bWas it a buy or sell transaction?2020 buy or sell transaction
n_001Between February 1, 2021 until today, did you place orders to sell or buy any stocks (do not count any automatic investment taking place in your retirement accounts without your direct orders)?place any investment orders
n_002aWhat is the approximate dollar amount by which you sold more stocks than bought in this period (since February 1)?amount sold more than bought
n_002bWhat is the approximate dollar amount by which you bought more stocks than sold in this period (since February 1)?amount bought more than sold
uas295_endtimeuas295 endtime
uas295_n_001Between February 1, 2020 until today, did you place orders to sell or buy any stocks (do not count any automatic investment taking place in your retirement accounts without your direct orders)?uas295 place any investment orders