Mauldin Economics 2020 Investor Survey
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1.
How likely do you feel it is that we will see a US V-shaped economic recovery in 2020–21?
(Required.)
Very likely
Somewhat likely
Not sure
Somewhat unlikely
Very unlikely
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2.
What investment vehicles do you currently use? (Check all that apply)
(Required.)
ETFs
Cash and equivalents
Mutual funds
US stocks
International stocks
Government bonds
Corporate bonds/bond funds
International bonds
REITs
Hedge funds
Private equity funds
Gold, silver, etc.
Other (please explain)
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3.
How confident are you that your portfolio will hold up well in the event of a stock market downturn?
(Required.)
Very confident
Confident
Somewhat confident
Neutral
Somewhat doubtful
Doubtful
Very doubtful
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4.
How confident are you that your portfolio will give you the retirement you want?
(Required.)
Very confident
Confident
Somewhat confident
Neutral
Somewhat doubtful
Doubtful
Very doubtful
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5.
How much money have you saved for retirement?
(Required.)
Less than $100,000
$101,000–$250,000
$251,000–$500,000
$501,000–$1 million
$1–2 million
$2–5 million
More than $5 million
Prefer not to say
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6.
When making an investment, do you usually plan to keep the money invested for...
(Required.)
Less than 1 year
1–2 years
3–5 years
5–10 years
More than 10 years
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7.
How likely are you to use options?
(Required.)
Very likely
Likely
Not very likely
Unlikely
Depends (will use low-risk options plays, but not riskier ones)
Other (please explain)
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8.
What do you think poses the greatest risk to the US stock market in the coming year? (Check all that apply)
(Required.)
Second wave of COVID-19 with more lockdowns
Social unrest
Republicans winning the presidential election
Democrats winning the presidential election
Deteriorating US-China relationship
Overleveraged corporations
The size of the federal debt
Other (please explain)
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9.
What stock markets do you feel are most at risk of experiencing a correction in the coming year? (Check all that apply.)
(Required.)
US
Canada
European Union
UK
China
Japan
Emerging markets
Frontier markets
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10.
In the coming year, which of the following trends are you likely to invest in? (Check all that apply)
(Required.)
Biotech and gene therapy
AI/Robotics
Precious metals
Defense
Healthcare
Green energy
Cryptocurrencies
5G
Hard Assets/Inflation Trades
Other tech
None of the above
Other (please explain)
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11.
What do you use most when researching investments?
(Required.)
Mauldin Economics
Online newspapers and news media
Other online, paid sources
Other online, free sources
Broadcast media (radio, TV)
Broker
Registered investment advisor
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12.
How many years have you been investing?
(Required.)
0–5
6–10
11–20
21 or more
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13.
What makes up the largest part of your portfolio?
(Required.)
Large-cap stocks
Small-cap stocks
Physical real estate
Physical gold and silver
ETFs
Mutual funds
Index funds
CDs
Government bonds
Investment-grade corporate bonds or bond funds
High-yield corporate bonds or bond funds
Other (please explain)
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14.
Has your risk tolerance changed in the past year?
(Required.)
Yes, I take more risks investing.
Yes, I take fewer risks investing.
No, it hasn’t changed.
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15.
How would you describe yourself as an investor?
(Required.)
Very successful
Moderately successful
Not very successful
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16.
What was your overall portfolio return last year?
(Required.)
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17.
How satisfied were you with that result?
(Required.)
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18.
How old are you?
(Required.)
18–24
25–34
35–44
45–54
55–64
65–74
75 and older
Prefer not to answer
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19.
What is your annual household income?
(Required.)
$0–$100,000
$100,001–200,000
$200,001–$300,000
Over $300,000
Prefer not to answer
20.
Name (Optional):
21.
Email (Optional):