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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%....

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...

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...

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...

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...

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...

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...

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....

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...

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...