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

Last month’s Asset Allocation Survey special question asked AAII members what most often causes them to alter their portfolio allocations. The largest group (14% of all respondents) cited market factors such momentum, technical analysis and valuation. More than 13% said that they...

Asset Allocation

Fixed-income exposure among individual investors rose last month to levels not seen since January 2015, tying a three-year high. The March AAII Asset Allocation Survey also shows higher exposure to equities and smaller cash positions. Stock and stock fund allocations rose 2.5 percentage...

Special Question

This month’s Asset Allocation Survey special question asked AAII members what type of account they prefer to use for their cash. More than four out of 10 respondents (43%) said money market accounts or money market funds. Checking and savings accounts (both at banks and at credit...

Asset Allocation

Equity allocations among individual investors declined to a three-year low last month, according to the February AAII Asset Allocation Survey. At the same time, individual investors boosted their cash allocations to a three-year high. Fixed-income allocations were slightly lower. Stock...

Special Question

January’s Asset Allocation Survey special question asked AAII members what, if any, allocation changes they plan to make this year. Nearly one-third of all respondents (32%) said they either are not intending to make any changes or will rebalance their portfolios as necessary....

Asset Allocation

Last month, individual investors increased their cash allocations to the highest level and cut their equity allocations to the lowest level in two and a half years, according to the January AAII Asset Allocation Survey. At the same time, bond allocations rose to a one-year high. Stock...

Special Question

Last month’s Asset Allocation Survey special question asked AAII members how their current allocation compares to their expectations. More than four out of 10 respondents (42%) said their current allocation is either about the same or matches their intended strategy. Slightly...

Asset Allocation

Individual investors ended 2015 with their largest bond exposure since last January, according to the December AAII Asset Allocation Survey. Equity and cash allocations were both slightly down. Stock and stock fund allocations declined by 0.2 percentage points to 65.3%. The change...

Special Question

Last month’s Asset Allocation Survey special question asked AAII members what influences their decision to use individual bonds or bond funds for exposure to fixed income. Nearly 37% of respondents said that they use bond funds because of a lack of knowledge about bonds, a lack...