Mauldin Economics 2020 Investor Survey Question Title * 1. How likely do you feel it is that we will see a US V-shaped economic recovery in 2020–21? Very likely Somewhat likely Not sure Somewhat unlikely Very unlikely Question Title * 2. What investment vehicles do you currently use? (Check all that apply) 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) Question Title * 3. How confident are you that your portfolio will hold up well in the event of a stock market downturn? Very confident Confident Somewhat confident Neutral Somewhat doubtful Doubtful Very doubtful Question Title * 4. How confident are you that your portfolio will give you the retirement you want? Very confident Confident Somewhat confident Neutral Somewhat doubtful Doubtful Very doubtful Question Title * 5. How much money have you saved for retirement? 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 Question Title * 6. When making an investment, do you usually plan to keep the money invested for... Less than 1 year 1–2 years 3–5 years 5–10 years More than 10 years Question Title * 7. How likely are you to use options? Very likely Likely Not very likely Unlikely Depends (will use low-risk options plays, but not riskier ones) Other (please explain) Question Title * 8. What do you think poses the greatest risk to the US stock market in the coming year? (Check all that apply) 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) Question Title * 9. What stock markets do you feel are most at risk of experiencing a correction in the coming year? (Check all that apply.) US Canada European Union UK China Japan Emerging markets Frontier markets Question Title * 10. In the coming year, which of the following trends are you likely to invest in? (Check all that apply) 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) Question Title * 11. What do you use most when researching investments? Mauldin Economics Online newspapers and news media Other online, paid sources Other online, free sources Broadcast media (radio, TV) Broker Registered investment advisor Question Title * 12. How many years have you been investing? 0–5 6–10 11–20 21 or more Question Title * 13. What makes up the largest part of your portfolio? 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) Question Title * 14. Has your risk tolerance changed in the past year? Yes, I take more risks investing. Yes, I take fewer risks investing. No, it hasn’t changed. Question Title * 15. How would you describe yourself as an investor? Very successful Moderately successful Not very successful Question Title * 16. What was your overall portfolio return last year? Question Title * 17. How satisfied were you with that result? Question Title * 18. How old are you? 18–24 25–34 35–44 45–54 55–64 65–74 75 and older Prefer not to answer Question Title * 19. What is your annual household income? $0–$100,000 $100,001–200,000 $200,001–$300,000 Over $300,000 Prefer not to answer Question Title * 20. Name (Optional): Question Title * 21. Email (Optional): Done