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Asset Allocation

Exposure to equities reached its highest level in 13 months last month, according to the August AAII Asset Allocation Survey. At the same time, cash allocations fell to their lowest level in more than a year and fixed-income allocations declined modestly. Stock and stock fund allocations...

Special Question

Last month’s Asset Allocation Survey special question asked AAII members how the current economic environment is effecting their portfolio allocation decisions. More than four out of 10 respondents (42%) said the economy was not influencing their allocation decisions or indicated...

Special Question

July’s Asset Allocation Survey special question asked AAII members how Great Britain’s decision to leave the European Union affected their allocation decisions. Nearly three-quarters of respondents (73%) said the referendum’s outcome either did not affect their portfolio allocation...

Asset Allocation

Individual investors held their largest exposure to fixed-income investments in more than three years, according to the July AAII Asset Allocation Survey. Equity allocations were unchanged, while cash levels rose. Stock and stock fund allocations stayed at 64.1% for a second month....

Special Question

Last month’s Asset Allocation Survey special question asked AAII members what, if any, allocation changes they expect to make during the second half of this year. One out of three respondents (33%) intend to increase their equity exposure. Several of these respondents said...

Asset Allocation

Individual investors boosted their exposure to equities while reducing their fixed-income and cash allocations last month, according to the June AAII Asset Allocation Survey. The majority of the results were recorded prior to the Brexit vote. Stock and stock fund allocations rose...

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...