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Aug. 31 2021, 4:35 PM ET
created by WestWFA (to members only)
Poll Type: Multiple Choice
Investments in real estate?
(choose one best answer)
   Individual or spouse owned property
   Family partnership or close friends partnership
   Limited partner in private capital placement
   None of the above, but own REITs
   None
 
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Jan. 23 2021, 7:33 PM ET
created by WestWFA (to members only)
Poll Type: Check All That Apply
Do you buy/sell options?
(check all that apply)
   Buying calls
   Selling covered calls
   Buying puts
   Selling puts
   Some combination
   Other
 
All votes final
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Jul. 28 2020, 6:20 PM ET
created by WestWFA (to members only)
Poll Type: Check All That Apply
If you have a YTD gain, what has contributed to those results? Check all that apply
(check all that apply)
   Invested in covid 19 (vaccine, Rx, stay at home) stocks
   Chose high growth tech stocks
   Portfolio not pulled down by airlines, hotels, etc.
   Boosted by high dividend stocks
   Timely use of puts/calls
   Commodity investments
   International investments
   Timely buy/sell decisions
 
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Jul. 28 2020, 6:13 PM ET
created by WestWFA (to members only)
Poll Type: Check All That Apply
If you have a decline in assets YTD, what are the reasons? Check all that apply
(check all that apply)
   Invested in wrong sectors
   Over leveraged
   Currency exchange issues
   Chose risky stocks
   Surprise impact of covid 19
   Problems with buy/sell timing
   Portfolio not diverse enough
   Extreme impact of one position gone bad
   Other
 
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