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This week’s Sentiment Survey special question asked AAII members how this year’s rate hikes and the Federal Reserve’s intention to further tighten monetary policy are impacting their market outlook. Slightly more than half of all respondents (51%) said the hikes are either...

A modest decrease in the percentage of individual investors who expect stock prices to decline sent pessimism to a four-month low. Bearish sentiment, however, remains close to its historical average in the latest AAII Sentiment Survey. Additionally, this week’s survey shows small...

Mutual funds are an easy way for investors to gain exposure to a number of different asset classes and investment styles. While I am a firm believer that individual investors can consistently outperform the market by investing in individual stocks, it does take a level of dedication,...

This week’s Sentiment Survey special question asked AAII members what they thought about the low level of volatility that has existed so far this year. Responses were mixed. Nearly one out of four respondents (24%) find the ongoing calm market conditions surprising or are otherwise...

The percentage of individual investors describing their six-month outlook for stock prices as “neutral” is above its historical average for the seventh consecutive week. The latest AAII Sentiment Survey also shows less optimism than a week prior. Bullish sentiment, expectations...

When it comes to investing, perhaps one of the first questions we need to answer is whether we are going to follow an active or passive strategy. The prime example of a passive approach is to buy an index fund that follows one of the major indices such as the S&P 500. Whenever...

This week’s Sentiment Survey special question asked AAII members how the record highs set by the S&P 500 and the NASDAQ this year have influenced their outlooks for the overall market. Slightly more than half of all respondents (51%) to the open-ended question described themselves...

Optimism among individual investors about the short-term direction of the stock market rebounded, but remained below average in the latest AAII Sentiment Survey. Neutral sentiment pulled back while bearish sentiment remained in its recent range. Bullish sentiment, expectations that...

No matter your political affiliation, the goings-on in Washington, D.C., has had an impact on investors over the last several months. Post-election, U.S. stocks rose strongly in the hopes of increased infrastructure spending, lower taxes and reduced regulations. Eventually, though,...

Last month’s Asset Allocation Survey special question asked AAII members if they are overweighting or underweighting stocks. Nearly 43% of respondents said they overweighting stocks. Many of these respondents cited the long-term performance of stocks, while others said they are...