This week’s Sentiment Survey special question asked AAII members how they perceived the performance of the stocks they own or follow relative to the year-to-date returns of the S&P 500. The majority of responses fell into one of two groups. The first group, accounting for more than a third of all respondents (nearly 37%), described their returns as comparable or similar. The second group, also nearly 37%, said the returns of the stocks they own or follow have been better than the large-cap index. About 23% said the stocks they own/follow have had lagged the S&P 500.
Here is a sampling of the responses:
- “About equal to the performance of the S&P 500.”
- “I am beating all indexes.”
- “Similar in performance, except for my individual tech stocks, which have outperformed.”
- “Above S&P 500, on par with the Nasdaq.”
- “Mixed. Some stocks track the indexes, some do better and some do worse.”
- “Below average because I have become more defensive since the rapid run-up in stock prices.”
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