Special Question

Last month’s Asset Allocation Survey special question asked AAII members how they would change their allocation if yields were closer to their historical average. Nearly four out of 10 respondents (38%) said they would increase their fixed-income exposure, particularly by buying...

Asset Allocation

Cash holdings among individual investors are at their lowest level since last summer, according to the April AAII Asset Allocation Survey. Conversely, allocations to equities and fixed-income rose. Stock and stock fund allocations rose 0.8 percentage points, to 64.8%. Equity allocations...

Special Question

This week’s special question asked AAII members whether it makes sense for the S&P 500 to be trading near its record high. Respondents were divided: 38% said it makes sense and 36% said it doesn’t. The low levels of interest rates and bond yields were primarily cited as...

SentimentSurvey

Pessimism among individual investors about the short-term direction of stock prices is at its highest level in nearly two months, according to the latest AAII Sentiment Survey. Neutral sentiment is also higher, while optimism is lower. Bullish sentiment, expectations that stock...

Special Question

This week’s Sentiment Survey special question asked AAII members what their comfort level is with the current valuations of stocks. Slightly more than one out of four respondents (26%) view stock prices as being overvalued. An additional 22% said that they are either uncomfortable...

SentimentSurvey

For just the third time in the past 23 weeks, at least one in three individual investors say they are optimistic about the short-term direction of stock prices, according to the latest AAII Sentiment Survey. Meanwhile, neutral sentiment is above 40% for a sixth consecutive week. Bullish...

Special Question

This week’s Sentiment Survey special question asked AAII members what they thought about corporate inversions. Nearly 31% of respondents said that Congress should change the tax code. Several in this group said reform should include lower taxes or measures to ban or discourage...

SentimentSurvey

The percentage of individual investors describing their short-term outlook for stocks as “neutral” rose to a new high for the year. The rise occurred as optimism pulled back to an unusually low level. Pessimism rebounded, but remains below average. Bullish sentiment,...

Special Question

This week’s Sentiment Survey special question asked AAII members what one thing they would change about the environment if they had a magic wand. More than one out of three (35%) of respondents said politics, particularly the election, taxes (many want to see reform), regulation...

SentimentSurvey

Pessimism among individual investors about the short-term direction of stock prices is at its lowest level in five months, according to the latest AAII Sentiment Survey. Nonetheless, less than one in three individual investors are optimistic. Bullish sentiment, expectations that...