Investment survey 2022

Single Wave Study

General Information

Title
Investment survey 2022
Project Number
384
Abstract
This is a survey on investments, among individuals who hold investment funds or common stock.
Longitudinal Type
Single Wave Study
Begin date
07-11-2022
End date
29-11-2022
Researcher
Paul Schultz (University of Notre Dame)
Publisher
Centerdata
Copyright
© 2025 Centerdata
DOI
https://doi.org/10.57990/7fww-wv91
Funding Organization
OCW (Domeinplan SSH), ODISSEI, University of Notre Dame

Datasets and documentation

View Documentation

Codebook in English
Codebook in Dutch

Data Files

English SPSS file
English STATA file
English CSV file

Variables

Variable name Variable Label
nomem_encrNumber of the household member encrypted
aal22a_mYear and month of the field work period
aal22a001Do you currently own stocks or investment funds? - Stocks
aal22a002Do you currently own stocks or investment funds? - Investment funds
aal22a003Have you owned stocks or investment funds during the last three years? - Stocks
aal22a004Have you owned stocks or investment funds during the last three years? - Investment funds
aal22a005Number of companies you currently have stock in:
aal22a006Number of investment funds:
aal22a007[Is/Was] your investment in stocks and or investment funds meant to build wealth or to provide returns to fund living expenses?
aal22a008Will you hold a stock for the long term if it pays a good dividend?
aal22a009[Do/Did] you sell stock regularly to meet living expenses?
aal22a010[Do/Did] you ever sell stock to pay for large expenditures?
aal22a011[Do/Did] you usually spend dividends or [do/did] you reinvest them or leave them in a bank or savings account?
aal22a012[Do/Did] you use dividends to pay for living expenses?
aal22a013[Do/Did] you spend interest that you receive or do you reinvest it or leave it in a bank or savings account?
aal22a014How important is it to you to preserve capital for future consumption or to pass on to your children or others?
aal22a015Do you worry about depleting your assets?
aal22a016[Do/Did] you believe you can spend dividends without depleting your assets?
aal22a017If a company pays dividends, I expect them to continue to pay dividends at the same rate in the future.
aal22a018I [am/was] concerned that spending dividends rather than reinvesting them [will/would] lead to depletion of my assets.
aal22a019I [avoid/avoided] selling stocks to fund consumption because I [want/wanted] to avoid depleting my assets.
aal22a020I [am/was] concerned that I [will/would] deplete my assets if I [sell/sold] stocks to pay for living expenses.
aal22a021If a stock that I hold stops paying dividends, I would sell it and buy another that does pay regular dividends.
aal22a022If a company increases its dividends, it means that the company will be more profitable in the future.
aal22a023Was it difficult to answer the questions?
aal22a024Were the questions sufficiently clear?
aal22a025Did the questionnaire get you thinking about things?
aal22a026Was it an interesting subject?
aal22a027Did you enjoy answering the questions?
aal22a028Starting date questionnaire
aal22a029Starting time questionnaire
aal22a030End date questionnaire
aal22a031End time questionnaire
aal22a032Duration in seconds

Response Information

Response Overview
Selected number of household members: 1,192 (100.0%)
Non-response: 167 (14.0%)
Response: 1,025 (86.0%)
Not in target group: 122 (10.2%)
Complete: 900 (75.5%)
Incomplete: 3 (0.3%)
Collection Events
Period
07-11-2022 to 29-11-2022
Sample
Panel members who indicated to have investments in 2019 or 2021. We used both the Assets modules from 2020 and 2022 (administered in September – October), and selected panel members who answered ‘yes’ to question ca20g006 or ca22h006, whether they have ‘Investments (growth funds, share funds, bonds, debentures, stocks, options, warrants, and so on)’.
Collection Mode
Internet Survey
Fieldwork Note
A reminder was sent twice to non-respondents.