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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...

Asset Allocation

Cumulative allocations by individual investors to bonds and bond funds rose last month, according to the November AAII Asset Allocation Survey. Though the magnitude of the increase was small, November was the fourth consecutive month in which fixed-income allocations rose. Equity...

Special Question

October’s Asset Allocation Survey special question asked AAII members why they are or are not allocating to international markets. Nearly a third of all respondents (32%) said they are not allocating to international markets. Many of these individual investors thought U.S....

Asset Allocation

In a reversal of  the prior month, equity allocations among individual investors rose and cash allocations fell in October, according to the latest AAII Asset Allocation Survey. Fixed-income allocations rose slightly. Stock and stock fund allocations rebounded by 1.1 percentage...

Cash may be king, but ThinkAdvisor reported that a BlackRock’s latest Global Investor Pulse survey finds that Americans may be holding too much cash in their retirement accounts. The survey found that Americans are holding 65% of their net worth in cash instruments. What are the...

Individual investors reduced their exposure to stocks and stock funds last month, according to the August AAII Asset Allocation Survey. The reduction put stock and stock fund allocations at a 10-month low. Cash allocations rose to a 15-month high and fixed-income exposure rose to...

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...