Routing for UAS557
FLMonth := getCurrentMonth()
Group of questions presented on the same screen
as_004_intro
Please answer the next questions based on your best guess on how the stock market will perform over the next 10 years. Here is an example of what we mean by average annual (yearly) return:
It is a simple average of each year's return. So if in the first year the stock market goes up by 2% and in the second year market goes up by 4%, the average annual return over two years is 3% - we want your best guess, so please do not look anything up.
Subgroup of questions
as_004_div_start
as_004a (expect return to be)
I expect the average annual return over the next 10 years will be
as_004a_dk (dont know expect return to be)
1 I don't understand the question and/or I don't know what to answer.
End of subgroup of questions
Subgroup of questions
as_004_div_start
as_004b (1 in 10 return will be less than)
I believe that there is a small (1-in-10, or 10 percent) chance the actual return over 10 years will be less than
as_004b_dk (dont know 1 in 10 return will be less than)
1 I don't understand the question and/or I don't know what to answer.
End of subgroup of questions
Subgroup of questions
as_004_div_start
as_004c (1 in 10 return will be greater than)
I believe that there is a small (1-in-10 or 10 percent) chance the actual return over 10 years will be greater than
as_004c_dk (1 in 10 return will be greater than)
1 I don't understand the question and/or I don't know what to answer.
End of subgroup of questions
End of group of questions
if as_004a_dk = 1 OR as_004b_dk = 1 OR as_004c_dk = 1 then
Group of questions presented on the same screen
as_004_intro2
Can we please ask you to reconsider the question(s) below? Your answer(s) are very important to us and we would value your opinion. Please only select "I don't understand the question/I don't know what to answer" if you really don't have idea what to answer.
if as_004a_dk = 1 then
Subgroup of questions
as_004_div_start
as_004a (expect return to be)
I expect the average annual return over the next 10 years will be
as_004a_dk_confirm (confirm dont know expect return to be)
1 I don't understand the question and/or I don't know what to answer.
End of subgroup of questions
End of if
if as_004b_dk = 1 then
Subgroup of questions
as_004_div_start
as_004b (1 in 10 return will be less than)
I believe that there is a small (1-in-10, or 10 percent) chance the actual return over 10 years will be less than
as_004b_dk_confirm (confirm dont know 1 in 10 return will be less than)
1 I don't understand the question and/or I don't know what to answer.
End of subgroup of questions
End of if
if as_004c_dk = 1 then
Subgroup of questions
as_004_div_start
as_004c (1 in 10 return will be greater than)
I believe that there is a small (1-in-10 or 10 percent) chance the actual return over 10 years will be greater than
as_004c_dk_confirm (confirm 1 in 10 return will be greater than)
1 I don't understand the question and/or I don't know what to answer.
End of subgroup of questions
End of if
End of group of questions
End of if
Group of questions presented on the same screen
as_003 (approximate total value of stocks in current financial investment portfolio)
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.
RANGE 0..1000000000
as_003_dh (don't have stocks in portfolio)
1 I do not have any investments in stocks
End of group of questions
as_006 (even small losses with stock investments cause worry)
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.
1 Not important at all
2 A little important
3 Moderately important
4 Very important
5 Extremely important
n_001 (place any investment orders)
Between February 1, 2023 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)?
1 I did not have any stocks before February 1 and I did not buy any stocks during this period
2 Only sold
3 Sold more (in dollar terms) than bought
4 Sold and bought about the same dollar amount
5 Bought more (in dollar terms) than sold
6 Only bought
7 I did not trade stocks in this period at all
if n_001 in [2,3] then
n_002a (amount sold more than bought)
What is the approximate dollar amount by which you sold more stocks than bought in this period (since February 1)?
RANGE 0..1000000000
elseif n_001 in [5,6] then
n_002b (amount bought more than sold)
What is the approximate dollar amount by which you bought more stocks than sold in this period (since February 1)?
RANGE 0..1000000000
End of if
if n_001 in [2,3,4,5,6] then
Group of questions presented on the same screen
as_009 (brokerage service used)
Which of the following brokerage services did you use for trading between February 1, 2023 until today (please tick all that apply):
1 Acorns
2 Ameriprise
3 Charles Schwab
4 Edward Jones
5 eToro
6 E-Trade Financial
7 Fidelity
8 LPL
9 Merrill Edge (Bank of America)
10 Morgan Stanley
11 Raymond James
12 Robinhood
13 Stash
14 TD Ameritrade
15 Vanguard
16 WeBull
17 Wells Fargo
18 Other, namely:
as_009_other (other brokerage service used)
STRING
End of group of questions
as_010a (2023 how many transactions made)
How many individual transactions (buying or selling stocks) did you make between February 1, 2023 until today?
RANGE 0..1000000000
as_010b (2023 how many stocks traded)
Approximately how many individual stocks did you trade between February 1, 2023 until today?
RANGE 0..1000000000
Group of questions presented on the same screen
as_011 (name biggest stock)
What stock represents your largest trade (in dollars) between February 1, 2023 until today?
STRING
as_011b (buy or sell transaction)
Was it a buy or sell transaction?
1 Buy transaction
2 Sell transaction
End of group of questions
End of if
as_020 (how often visit Internet Bulletin boards)
How often do you visit Internet Bulletin boards, such as Reddit, to read about investments? Please indicate the answer that is closest for you.
1 Never
2 Approximately monthly
3 Approximately weekly
4 Approximately daily
5 More than once each day
CS_001 (HOW PLEASANT INTERVIEW)
Could you tell us how interesting or uninteresting you found the questions in this survey?
1 Very interesting
2 Interesting
3 Neither interesting nor uninteresting
4 Uninteresting
5 Very uninteresting
CS_003 (comments)
Do you have any other comments on the survey? Please type these in the box below. (If you have no comments, please click next to complete this survey.)
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