SHARE:
assets
| Variable | Question text | Label |
|---|---|---|
| FLMonth | ||
| 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_003_dh | don't have stocks in portfolio | |
| as_004a | I expect the average annual return over the next 10 years will be | expect return to be |
| as_004a_dk | dont know expect return to be | |
| as_004a_dk_confirm | confirm dont know expect return to be | |
| 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 | dont know 1 in 10 return will be less than | |
| as_004b_dk_confirm | confirm dont know 1 in 10 return will be less than | |
| 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 | 1 in 10 return will be greater than | |
| as_004c_dk_confirm | confirm 1 in 10 return will be greater than | |
| 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_009 | Which of the following brokerage services did you use for trading from February to ^FLMonth 2021 (please tick all that apply): | brokerage service used |
| as_009_order | order answer options 2021 brokerage service used | |
| as_010a | How many individual transactions (buying or selling stocks) did you make during the period of February-^FLMonth 2021? | 2021 how many transactions made |
| as_010b | Approximately how many individual stocks did you trade during the period of February-^FLMonth 2021? | 2021 how many stocks traded |
| as_011b | Was it a buy or sell transaction? | buy or sell transaction |
| as_012 | In 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): | 2020 brokerage service used |
| as_012_order | order answer options 2020 brokerage service used | |
| as_013a | How many individual transactions (buying or selling stocks) did you make during the period of February-June 2020? | 2020 how many transactions made |
| as_013b | Approximately how many individual stocks did you trade during the period of February-June 2020? | 2020 how many stocks traded |
| as_014b | Was it a buy or sell transaction? | 2020 buy or sell transaction |
| n_001 | Between 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_002a | What 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_002b | What 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_endtime | uas295 endtime | |
| uas295_n_001 | Between 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 |