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AAII Members Describe Shifts in Their Stock Investing Strategies

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This week’s Sentiment Survey special question asked AAII members how, if at all, they have changed their stock investing strategy recently. More than a quarter of all respondents (27%) said they have not made any change. About 18% are placing a bigger emphasis on targeting large-cap and dividend-paying stocks. Nearly 13% said they have raised their cash allocations. Close to 12% are focusing more on foreign stocks and funds, while 8% are focusing more on small-cap stocks.

Here is a sampling of the responses:

  • “I have moved into all large-cap with a bias towards value.”
  • “U.S. stocks seem priced for perfection, while overseas and emerging markets have been pretty beaten up.”
  • “Small-cap companies are less affected by the stronger dollar.”
  • “I’m taking profits where I have gains, and sitting on cash for an opportunity to buy dividend-paying stocks at a lower price.”
  • “No change. I review and change my portfolio, if needed, once a year.”
 

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