August 2, 2020
OVERALL INVESTOR EXPERIENCE
1. How do you pick funds? What information do you want to know when you make an investment in a fund? What publications or websites do you review? What tools, online or otherwise, do you use? Do you look at the SECs website?
Well I'm new to the investingoption world I tried several advisers lost more money with them just trying to get names of a stocks to go with just to pay for service and once I'm in group they want more money to join next laeval and never getting help with a ticker name to invest in i los before I even had money on the market.So I canceled them and now I just pay attention to articals I read and the webinars I watch an listen for key word to try to find the stocks there talking about and find them on my own that's how why I found this page) So i read and View What comes to my email take notes and start goggling key words and follow it till i find the stock they were talking about so far I'm good on all stocks options need a bit of work. Id like it to be easier to locate information on the up and coming businesses and no why its so difficult to buy them at least for me I find the stock ticker then none of my Platforms have it to buy) As I said I am very new at this Ill figure it out I read Inside Trading, Wealth Press Wealth Daily Yahoo financial ECT. I do all my research online. As regards to your website I just found it I'm starting from the first page and see were it brings me, my hope is that I can learn the who's doing what to Gide me to a well educated and researched stock that will grow my retirement fund up. I do see myself using your web page alot just got to learn how i can use its information
2. Do you read current fund disclosure documents? Do you understand them? Is there information you do not receive from the fund that you would like to get?
I do read fund related information on businesses I have not explored the ones on this site yet
3. How well do current fund disclosures (such as a summary prospectus, prospectus, or shareholder report) help you pick an investment? Is it easy to compare different funds? Are there technology-based tools that could make fund comparisons easier? What helpful features do those tools have?
ya would be nice to have is all on a chart like format and a business side by side comparison all on one site
4. Do you use the advice of a financial professional? Does a financial professional's help affect whether and how you use fund disclosures?
No I did try to use a advisor but it was a big circle going nowhere
DELIVERY
5. How do you prefer to receive communications about fund investments? For example, do you prefer mail delivery, email, website availability, mobile applications, or a combination?
both mobile and email
6. What types of fund information do you prefer to access electronically? What types of fund information do you prefer to receive in paper? Are there other wayssuch as by video or audio, you would like to receive fund information?
mostly video I'm a hand on learner so watching and doing is best while trying to learn the fundamentals of how everything works
7. How can the SEC better use technology and communication tools to help investors focus on important fund information?
i cant answer that yet have not explored your site yet
DESIGN
8. Is there too much technical writing in fund disclosure? Would you prefer more tables, charts, and graphs? Would these graphic displayes be in addition to, or in place of, text-heavy disclosures?
tables charts and grafts addition to every person has there preference better to please both learning ways then to exclude one type of learning ways
9. Do you prefer to receive shorter 'Summary' disclosures, with additional information available online or upon request?
Shorter the better we all have very busy life's and would like to get to the important information right ways if to much it becomes BLA BLA BLA BLA as your reading skimming threw to find the reverent parts. now this is just my thought and how I read long drawn out information
10. Should fund disclosures be more personalized? For example, should disclosures show the amount of fees you paid or your actual investment returns? If so, how?
not yet there NA for me to answer yet
CONTENT
11. Do fund disclosures make the fund's strategies and the level of risk clear? How can funds improve these disclosures? Would a risk rating, such as a numerical or graphical measure of risk, be helpful?
graft and charts are never a bad piece to add to any funds related information
12. Fund fees and expenses can significantly affect a fund's investment returns over time. Do you think funds clearly disclose their fees and expenses? How could funds improve the disclosure of fees and expenses? Would a comparison of your funds fees against other funds fees help?
absultley they should disclose there fees
13. Do you consider the past performance of a fund when making an investment decision? How could we improve the presentation of performance information?
yes as for me I look at four months back performance on a glance charting 52 weeks
FINAL THOUGHTS
14. Aside from this questionnaire, are there other ways the SEC can engage with investors, like you, on key topics? Is there anything else you would like to tell us?
I will have to revisit this page after i finish exploring you site. I can tell you what I hope to find easy to navigate threw your forms relating to stocks and options find were the money is going or coming easily hope to find a easy way to narrow my search by Cash flow And interest of people involved in a particular stock and a graft to view as well again I'm so now to stock and trading that all my answers might have just wasted your time reading them but I'm determined to master this failure is not an option I will return to this survay when I have got in down