AAII Members Describe Shifts in Their Stock Investing Strategies


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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