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Last month, individual investors’ proportionate cash allocations were the smallest they’ve been in 17½ years. The July AAII Asset Allocation Survey also showed a small decline in equity holdings and a rebound in fixed-income holdings. Stock and stock fund allocations pulled...

This week’s Sentiment Survey special question asked AAII members for their opinion about the current pace of economic growth. There was not a consensus of opinion. Slightly more than four out of 10 respondents (41%) described growth as being too slow, sluggish or otherwise moving...

The percentage of individual investors describing their short-term outlook for stocks as “bearish” is at its lowest level in eight months. The latest AAII Sentiment Survey also shows neutral sentiment rebounding back above 40% and optimism declining. Bullish sentiment, expectations...

Since early November, U.S. stocks have been on an upward trajectory. Between the close on Tuesday, November 8, 2016, and the close on Friday, July 21, the S&P 500 has seen a price gain of 15.6% (excluding dividends). Tech stocks have fared even better, as the Nasdaq Composite...

Pessimism among individual investors about the short-term direction of the stock market fell to its second-lowest level of the year as optimism rebounded to a 11-week high. The latest AAII Sentiment Survey also shows neutral sentiment falling below 40% for the first time in four...

The aging process can hurt your ability to make proper decisions about your finances. On average, 29.2% of individuals aged 80 to 89 have cognitive impairment. While the aging process affects everyone differently, it is important to protect the investment portfolio you have spent...

This week’s Sentiment Survey special question asked AAII members how they perceived the performance of the stocks they own or follow relative to the year-to-date returns of the S&P 500. The majority of responses fell into one of two groups. The first group, accounting for...

The proportion of individual investors describing their outlook for stock prices as “neutral” is above 40% for a third consecutive week. This is the first such streak in nearly a year. The latest AAII Sentiment Survey also shows small declines in both optimism and pessimism. Bullish...

Last month, U.S. index provider MSCI Inc. announced it would add domestic Chinese equities to its global emerging markets benchmark index. By some estimate, MSCI’s decision to add the “A” shares to its Emerging Markets Index could move as much as $400 billion of...

This week’s Sentiment Survey special question asked AAII members how the stock market’s performance during the first half of this year compares to what their expectations were in January. Seven out of 10 respondents (70%) said the returns were better than they expected. Slightly...