Last month’s Asset Allocation Survey special question asked AAII members whether there are any portfolio changes they are postponing until the after the first rate hike by the Federal Reserve is announced. The majority of respondents (62%) said “no.” Many of these members...

Last month’s Asset Allocation Survey special question asked AAII members what, if any, allocations they expect to make during the second half of the year. Responses were mixed. The largest group, representing 28% of all respondents, did not anticipate making any changes. Many...

Higher levels of stock market volatility did not cause many individual investors to alter their portfolio allocations, according to the July AAII Asset Allocation Survey. Rather, allocations among stocks, bonds and cash changed only modestly. Stock and stock fund allocations rebounded...

June’s Asset Allocation Survey special question asked AAII members if any portion of their portfolio is allocated to alternative investments (something we do not track in our monthly survey). Almost half of all respondents (49%) said no, they do not hold any alternative investments....

The June AAII Asset Allocation Survey reveals that individual investors increased their cash allocations for the third consecutive month. The rise in cash levels occurred as equity allocations fell to their lowest level since January. Stock and stock fund allocations declined 0.5...

May’s Asset Allocation Survey special question asked AAII members what predominately influences their decision to increase or reduce exposure to bonds and bond funds. About 38% of respondents said interest rates influence their bond allocation. Approximately 13.9% said that current...

Fixed-income allocations fell to their lowest level in a year, as individual investors remain frustrated with low interest rates. Cash allocations, meanwhile, rose for a second consecutive month as equity allocations declined. Stock and stock fund allocations declined 0.2 percentage...

STOCKS – 1 YEAR Large-Cap Stocks: 12.81% Mid-Cap Stocks: 11.83% Small-Cap Stocks: 10.37% International Stocks: 0.87% Emerging Markets Stocks: 10.35% Read more » ...

STOCKS – 1 YEAR Large-Cap Stocks: 12.56% Mid-Cap Stocks: 11.75% Small-Cap Stocks: 9.66% International Stocks: -1.29% Emerging Markets Stocks: 2.90% Read more » ...

STOCKS – 1 YEAR Large-Cap Stocks: 15.33% Mid-Cap Stocks: 10.70% Small-Cap Stocks: 8.04% International Stocks: -0.39% Emerging Markets Stocks: 9.14% Read more » ...