Investment Forum 2025 Member Survey

About You

How many years have you been a member of OLLI?（at most30）

How many years have you been a member of the Investment Forum?（at most30）

How many years have you been retired?（at most35）

How many years have you been an investor?（at most90）

Do you have a brokerage account?

Yes

Do you trade primarily on-line?

Yes

What percentage of your living expenses are funded by your investments? Include income from investments, withdrawals of investment principal, and IRA distributions that you spend （at most100）

About your Portfolio and Allocations

What percentage of your investments are in the following categories? (must add up to 100%)

Taxable Investment Account

Regular IRA

Roth IRA

Annuities

529 (college savings)

Bank products (savings, CDs, money market funds)

Charitable trust

Commodities (direct or via fund)

Crypto (direct or via fund)

Other

What percentage of your investments are invested in the following categories? (must add up to 100%)

Funds of all types (mutual funds, ETFs, Closed-end funds)

Individual investments (stocks, bonds, annuities, real estate, commodities, etc.)

10.

Of your investments in funds of all types, what percentage are in the following types of funds? (must add up to 100%)

Managed funds

Index funds

11.

Of your total portfolio, what percentage is in each type of investment (individual investments or in funds)? (must add up to 100%)

Stocks

Bonds

Other fixed income investments

Master Limited Partnerships

Real estate (direct or through REITs)

Certificates of Deposit

Money Market funds or cash

Commodities (including gold)

Annuities

Crypto

Private Equity

Other (please name below)

12.

If you specified "Other" in the previous question, what type of investment does that refer to?

13.

What percentage of your portfolio is invested in foreign stocks, bonds and currencies?（at most100）

14.

Do you invest in: (check all that apply)?[Checkboxes]

Options or futures

Hedge funds

Leveraged or inverse funds or investments

"Penny" stocks

Junk bonds

Private Equity

Crypto

Other

None

15.

Do you have targeted investments allocation for stocks (growth, value, large, mid, and small cap), fixed income, cash, and do you rebalance at least annually to maintain your allocation?

Yes

16.

Do you have a "sandbox" (a small allocation of your portfolio that you use for speculative, high risk, or unusual investments)?

Yes

About your Risk Tolerance and Investment Objectives

17.

Do you consider yourself a

growth investor

value investor

income investor

momentum investor

mix of several strategies

18.

What is your risk tolerance?

Conservative

Moderate

Agressive

Very agressive

19.

How long do you typically hold investments?

Less than one month

1-6 months

6 months to 2 years

2-5 years

Over 5 years

20.

What primarily drives your sell decisions?

Predetermined profit targets

Stop loss levels

Fundamental changes in the company or the economy

Technical indicators

Need for cash or rebalancing

Poor investment performance

Gut feeling/intuition

Rarely sell -- buy and hold

21.

How do you handle market volatility?

Stay calm and stick to my plan

See it as buying opportunities

Reduce positions and rebalance

22.

What are the important lessons you have learned during your time in the market? (Pick all that apply)[Checkboxes]

Don't try to time the market

Diversification is crucial

Do your own research

Cut losses quickly

Stay in the market even during downturns

Avoid emotions. Stick with strategy and process

23.

How has your investment approach changed over time? (Pick all that apply)[Checkboxes]

Became more conservative

Became more aggressive

Shifted from passive to active

Shifted from active to passive

Became more diversified

Focused more on specific sectors

Has not changed much

24.

What best describes your investment goals for your income?

Enough to live on or cover living expenses

Generate income to make additional investments

25.

What best describes your investment goals for your portfolio?

Preserve capital

Last my lifetime

Grow with inflation or the market

"Beat the market"

Create a legacy/inheritance

Fund some purpose (education, home, business) for family or heirs

26.

Do you regularly measure the performance of your investments against some index?

Yes

Investment Decisions

27.

How many hours per week do you spend following the markets, searching for and analyzing investment opportunities?（at most100）

28.

On average, how many trades (buying or selling investments) do you make per month?（at most200）

29.

What financial publications to you read regularly? (check all that apply) [Checkboxes]

Wall Street Journal

Barron's

Kiplingers

Forbes

Investor's Business Daily

Other1

Other2

30.

Which of the following advisory services and investment websites do you use? (check all that apply)

[Checkboxes]

Morningstar

Morningstar sector newsletters

Seeking Alpha

Yahoo Finance

Bloomberg

Value Line

Motley Fool

Broker website

Other1

Other2

None of the above

31.

Which best describes you?

I do my own research and make my own investment decisions

I make my own decisions, but I seek advice from an Account Executive, investment service, or other "expert"

Some or all of my portfolio is managed by an Investment Advisor with discretionary investment authority

32.

Do you expect to hire a financial advisor or robo portfolio management service in the next five years to manage or all some of your investments?

Yes

33.

Do you have long-term care insurance?

Yes

34.

Please list any topics that you would like to see discussed. List as many as you want in as much detail as you care to write. Also, comments on the existing Forum format, and things that may make the Forum more useful for your needs.

Evaluation object score