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Dividend yields, price-earnings ratios and cyclically adjusted price-earnings ratios have long been used to forecast long-term stock returns, which may lead some investors to believe that these multiples can also be valuable tools for asset allocation. A dividend yield (D/P) is...

Individual investors’ fixed-income allocations fell to a two-year low last month, according to the May AAII Asset Allocation Survey. Both equity and cash allocations rose. Stock and stock fund allocations rebounded by 2.1 percentage points to 67.4%. The rise puts equity allocations...

Last month’s Asset Allocation Survey special question asked AAII members to describe the impact that the Federal Reserve’s rate hikes are having on their asset allocation decisions. Half of all respondents (50%) said that the rate hikes have had no impact on their allocation...

Fixed-income investments account for the largest percentage of individual investors’ portfolios since last summer, according to the April AAII Asset Allocation Survey. Also, last month equity allocations pulled back from their recent high, while cash balances rebounded. Stock...

Last month’s Asset Allocation Survey special question asked AAII members to describe the impact that the Federal Reserve’s rate hikes are having on their asset allocation decisions. More than half of all respondents (57%) said that the rate hikes are either not affecting...

Equity allocations among individual investors rose to their highest level in nearly two years, while cash allocations fell to a two-year low. The March AAII Asset Allocation Survey also shows slightly lower fixed-income allocations. Stock and stock fund allocations rose 2.1 percentage...

Last month’s Asset Allocation Survey special question asked AAII members why or why not record highs (such as the Dow’s rise above 20,000) influence their asset allocation decisions. Slightly more than half of all respondents (53%) said that they do not alter their allocations...

The proportion of fixed-income investments in individual investors’ portfolios was at a six-month high last month, according to the February AAII Asset Allocation Survey. Both equity and cash allocations declined. Stock and stock fund allocations declined for a third consecutive...

Last month’s AAII Asset Allocation Survey special question asked AAII members what, if any, allocation changes they expected to make this year. An equal percentage of respondents indicated that they planned to increase their allocation to equity and indicated that they were planning...

Stock and stock funds accounted for 66.0% of the average individual investor portfolio, according to the January AAII Asset Allocation Survey. Cash allocations fell last month to 17.7% of the average investor portfolio, 5.8 percentage points below the long-term average of 23.5%....