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11-01-2016-article6

Last month’s Asset Allocation Survey special question asked AAII members whether changes in bond yields or the Federal Reserve’s target for interest rates have a bigger impact on their allocation decisions. Just under half of all respondents (49%) said neither changes in bond...

Asset-Allocation-Models-Mini-Course-1

Individual investors have reduced their cash holdings, on a percentage basis, to the smallest amount since the spring of 2015, according to the November AAII Asset Allocation Survey. Fixed-income allocations declined as well. Conversely, equity allocations rose to their second-highest...

11-01-2016-article6

This month’s Asset Allocation Survey special question asked AAII members what, if any, investment decisions they are postponing until after the outcome of the election is known. Slightly more than one out of three respondents (35%) said they are not postponing any decisions. Many...

Asset-Allocation-Models-Mini-Course-1

Individual investors’ cash allocations rebounded to a five-month high last month, according to the October AAII Asset Allocation Survey. Fixed-income allocations also rose, while equity allocations declined. Stock and stock fund allocations declined 0.6 percentage points, to 64.7%....

asset-allocation

A Chicago Tribune article by Kiplinger’s Anne Kate Smith discusses the impact of asset allocation on portfolio performance. It states that research has shown that 88% of a portfolio’s movement is attributable to asset allocation. While the article also says that research...

Special Question

This week’s Asset Allocation Survey special question asked AAII members what asset class (or classes) they would invest in today if given $50,000. Slightly more than half of all respondents (51%) said stocks. Dividend-paying stocks were particularly mentioned for their quarterly...

Asset-Allocation-Models-Mini-Course-1

Fixed-income allocations among individual investors fell last month to their lowest level in over a year. The September AAII Asset Allocation Survey also shows a decline in equity allocations and a rebound in cash allocations. Stock and stock fund allocations declined 1.2 percentage...

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...