AAII Sentiment Survey: Neutral Sentiment Rises to a 7-Month High

The percentage of individual investors describing their outlook for stocks as “neutral” is at a seven-month high. The latest AAII Sentiment Survey also shows a drop in optimism and an increase in pessimism. Bullish sentiment, expectations that stock prices will rise over the next six months, pulled back by 4.8 percentage points to 35.1%. Optimism…

 

AAII Survey: Causes of Financial Stress

According to the 2015 American Psychological Association’s (APA) annual Stress in America report, nearly 90% of Americans said that their financial stress level “has either remained the same or gotten worse” with time. A recent GOBankingRates survey found that many Americans tap into their emergency savings to cover home costs, medical emergencies and even cost-of-living increases. AAII Weekly…

 

Two-Thirds of Investors Agree With Federal Reserve’s Pausing of Interest Rate Hikes

This week’s Sentiment Survey special question asked AAII members for their thoughts on the prospect of the Federal Reserve pausing its cycle of raising interest rates. Nearly two-thirds of the respondents (65%) agree with the neutral stance. Many of these respondents pointed to the lack of inflationary pressures, approve of chairman Jerome Powell’s talk of…

 

AAII Sentiment Survey: Optimism Jumps to a 3-Month High

Optimism about the short-term direction of stock prices jumped to a three-month high in the latest AAII Sentiment Survey. Neutral sentiment also rose, while pessimism plunged. Bullish sentiment, expectations that stock prices will rise over the next six months, rose 8.1 percentage points to 39.9%. Optimism was last higher on November 7, 2018 (41.3%). This…

 

A Third of Investors Expect to Hold Their Allocations Steady This Year

Last month’s Asset Allocation Survey special question asked AAII members what allocation changes they expect to make this year. Responses were mixed. Almost one out of three respondents (32%) do not plan to make any change or will simply rebalance their portfolios as needed. Slightly more than 19% intend to increase the amount of cash…

 

January AAII Asset Allocation Survey: Fixed-Income Exposure Reaches a 14-Month High

Equity and fixed-income allocations among individual investors increased slightly last month. The latest AAII Asset Allocation Survey also shows a small pullback in cash allocations. Stock and stock fund allocations rebounded by 0.8 percentage points to 63.2%. Though this was a minor increase, equity allocations are above their historical average of 61.0% for the 70th consecutive…

 

AAII Survey: How Many Brokerage Accounts Do You Have and Why?

If you want to buy and sell individual stocks and other investments, you pretty much need to have at least one brokerage account. However, one question many investors ask is whether they need or should have more than one brokerage account. Diversification is an important investment concept—spreading your money across different investment types, styles, etc….

 

Half of Investors Skeptical of Recent Rebound in Stock Prices

This week’s Sentiment Survey special question asked AAII members to share their thoughts about the recent rebound in stock prices. Nearly half (47%) of all respondents are unsure about whether it is sustainable. Many think downside volatility could return, earnings have peaked or other negative factors could play a role. A few mention the ongoing…

 

AAII Sentiment Survey: Neutral Sentiment Nears a Six-Month High

The percentage of individual investors who describe their short-term outlook for stocks as “neutral” is at its highest level in nearly six months. The latest AAII Sentiment Survey also shows a drop in optimism and a slight decrease in pessimism. Bullish sentiment, expectations that stock prices will rise over the next six months, fell by…

 

AAII Survey: Premarital Financial Discussions

My housemate loves watching reality television, which means I get to watch a lot of reality programming. Her favorites include, and please don’t judge, The Bachelor, The Bachelorette and Married at First Sight. As a finance guy, some of the more interesting conversations that happen on these shows are usually the most awkward: the financial…