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Hello: Fellow Traders!
You are invited to participate in my MBA dissertation survey, titled, "Online Trading Research Paper - 2005". In this survey, approximately 100 people will be asked to complete a survey that asks 49 questions about their trading backgrounds. It will take approximately 8 - 10 minutes to complete the questionnaire.


Your participation in this study is completely voluntary and appreciated. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for the validity of this research paper, to learn your opinions.


Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential. Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.


 
 
Investor Profile Section:
Gender
 
Male
 
Female
 
 
 
Marital Status:
 
Married
 
Common Law
 
Divorced
 
Single
 
 

Age?
 
20 - 29 years
 
30 - 39 years
 
40 - 49 years
 
50 - 59 years
 
60 - 69 years
 
greater than 70
 
 

Highest formal education (completed):
 
High School
 
College
 
University
 
 

Highest Post Nominal Letters conferred:
 
Certificate
 
Diploma
 
Bachelors
 
Masters
 
PhD
 
 

Income (less investment related income/US dollar eqivalent):
 
$20k - $29k
 
$30k - $39k
 
$40k - $49k
 
$50k - $59k
 
$60k - $79k
 
$80k - $99k
 
$100k - $150k
 
$151k and up
 
 

Investment Income (excluding salaried income):
 
$1k to $5k
 
$5k to $10k
 
$10k to $20k
 
$20k to $40k
 
$40k to $100k
 
$100k to $250k
 
Other
 
 
 

Loss on Investments (12 month time-frame please) Example = Year - 2004
 
$1k to $5k
 
$5k to $10k
 
$10k to $20k
 
$20k to $40k
 
$40k to $100k
 
$100k to $250k
 
Other
 
 
 

Employment Status:
 
Employed
 
Not employed
 
Looking for employment
 
 
 
Residence in which country?
   
 
 
"This Section is on Investment Structure and Capability"
Age of your personal computer?
 
Less than 6 months old
 
6 to 12 months old
 
1 - 2 years old
 
older than above
 
 

How would you describe yourself as an investor?
 
Professional
 
Full-time
 
Part-time
 
Casual
 
 

Your level of experience?
 
Novice
 
Some Limited Experience
 
Very good
 
Expert
 
 

Do you make use of:
 
Fundamental Analysis (Income Statements etc)
 
Technical Analysis (Charts etc)
 
Both
 
 

Do you utilize Bulletin Boards for Communication?
 
Not at all
 
Minimal
 
Moderate
 
Frequently
 
No investment value but I use them
 
Yes, they are an intricate part of my investing knowledge base
 
 

Years of Investing Experience?
 
1 to 5 years
 
6 to 10 years
 
11 to 15 years
 
15 to 20 years
 
20 or more years
 
 
Investment Strategy:
Chose (more than one if needed) what type of investments you have made in the past 5-years:
 
Stocks
 
Bonds
 
Options
 
Futures
 
Indexes (stock or other)
 
Trust Company shares
 
Other
 

 
 

Present Portfolio Mix (multiple choices here if required):
 
Stocks
 
Bonds
 
Commodity Trading
 
Index Trading
 
Options Trading
 
Other
 

 
 

What Sectors do you invest in?
 
Healthcare
 
Technology
 
Consumer Goods
 
Metals
 
Banking
 
Food (consumables)
 
Service Industry
 
Other
 

 
 

Size of your account?
 
10k
 
20k
 
50k
 
100k
 
500k
 
More
 
 

Trades you make per day?
 
Very seldom invest per day
 
1 or 2/day
 
3 to 5/day
 
6 to 10/day
 
11 to 15/day
 
16 to 20/day
 
more
 
 

Trades per month?
 
1 - 5/month
 
6 - 10/month
 
11 - 15/month
 
16 - 20/month
 
20 - 30/month
 
Other
 
 
 

How much time do you spend online in relation to investing?
 
Less than 1 hour per day
 
1 - 4 hours per day
 
A full trading day
 
Less than 1 hour per week
 
5 - 10 hours per week
 
More
 
 

Average dollar value of each trade?
 
$ 10k
 
$ 10k to $20k
 
$20k to $50k
 
Greater than $ 50,000
 
On average how much?
 
 
 

Average number of different securities held?
 
1 - 5 at any given time
 
6 - 10
 
11 - 15
 
16 - 30
 
more
 
 

What performance group are you in?
 
Small Cap
 
Mid Cap
 
Large Cap
 
N/A
 
 

You have a willingness to hold stock for how long?
 
Hours maximum
 
1 - 5 days
 
1 - 4 weeks
 
1 - 6 months
 
1/2 to 1 year
 
Longer
 
 

You make block trades in equities in:
 
100 to 500 shares per trade
 
500 to 1000 shares per trade
 
1000 to 5000 shares per trade
 
More
 
 

Estimated Commissions per trade:
 
$5 - $10 per 100 shares
 
$11 - $50 per 100 shares
 
$100 - $200 per 100 shares
 
$5 - $10 per 1000 shares
 
$11 - $50 per 1000 shares
 
$100 - $200 per 1000 shares
 
More per 1000 shares traded
 
 

Are your trades executed through a:
 
Full service broker
 
Discount Internet broker
 
ECN Electronically traded broker
 
Other
 

 
 

Use of software services:
 
Level I
 
Level II
 
Level III
 
Other
 
 
 
 
 
   
 
 

Do you trade in a specific security most of the time?
 
Yes
 
No
 
 

Would you consider trading actively full-time?
 
Yes
 
No
 
I already do!
 
 

Are you able to produce gains of 7% or more annually?
 
Yes
 
No - not consistently
 
I average about .....
 
 
 

Do you include dividend-paying investments in your portfolio?
 
Yes
 
No
 
 

Do you utilize Covered Call Writing Option strategies?
 
Yes
 
No
 
N/A
 
 

Have you written naked puts past/present?
 
Yes
 
No
 
 

Are you actively "shorting" common stock?
 
Yes
 
No
 
 
Social Aspects:
Personal trading (choose more than one if necessary):
 
Just me involved
 
More than one person involved
 
Family interested
 
Investment Club

 
 

Has your recent trading activity affected your relationship with your family members?
 
Yes
 
No
 
 

What would you say the influence of investing has been on you,
 
Positive
 
Negative
 
In-different
 
 

Do you think that technology has opened up investment opportunities for you in the past five years?
 
Yes
 
No
 
 

Do you believe you trade more frequently because of the ability to access the market more efficiently?
 
Yes
 
No
 
 

What sources do you rely on for informative investing?
 
Bulletin Boards
 
Online News
 
TV
 
Radio
 
Company Websites
 
Paid Subscriptions
 
Personal Skills alone
 
Other
 

 
 

Have you taken investment-trading courses, seminars in the past?
 
Yes
 
No
 
 

Do you think you would respond differently to this questionnaire in 1 years' time?
 
Yes
 
No
 
 
 
What stock symbol did you find this questionnaire at?
   
 
 
 
 
   
 
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