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Active investors plan to capitalise on market volatility, says Fidelity poll

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Aactive investors, who make several trades a month, are in a resilient frame of mind, with most planning to take advantage of bargains if the markets continue downward.

That’s according to a Fidelity Investments poll taken on 9 October, a day when the S&P 500 Index was down two per cent. The respondents are most bullish about the healthcare and technology sectors and those with investments in ETFs and options plan to use them more.
 
The poll involved more than 5,000 in-person and online attendees of Fidelity’s San Francisco Traders’ Summit. On average, 2,239 active investors answered each question.
 
“Fidelity Traders’ Summits attract highly engaged investors, so it’s interesting to learn about their allocation plans, with many expressing enthusiasm for the buying opportunities that volatility brings,” says Ram Subramaniam, president of Fidelity’s retail brokerage business, which has more than 15 million accounts. “These summits enable us to gain and share insights based on real-time views of leading edge investors who are helping shape macro trends, informing our research and market perspective. For instance, 45 per cent believe the healthcare sector has the most upside over the next 12 months, while 32 per cent favour investments in the technology sector.”
 
The Traders’ Summit Poll found that when active investors are given the choice of where they would put their next investing dollar, 75 per cent choose equities, 12 per cent choose cash, seven per cent real estate and six per cent bonds.
 
Over the next 12 months, of the active investors currently using ETFs, 55 per cent plan to increase those investments, 41 per cent will keep them constant and five per cent will decrease their ETF investments. Of the active investors currently using options, 57 per cent plan to increase those investments, 37 per cent will keep them constant and seven per cent will decrease their options investments.
 
At least for active investors, traditional news is still going strong: four in ten investors (41 per cent) turn most to business and financial news outlets for their trading ideas versus just three per cent who rely on new media, such as blogs and Twitter. The next top two sources for trading ideas are newsletters/investment clubs (25 per cent) and the investors’ own daily observations (14 per cent). When asked how long they research their stock investing ideas before making a purchase, half (49 per cent) of the investors spend a few days, 34 per cent spend a few weeks and 17 per cent typically research and purchase stocks on the same day.

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