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Members Weigh in on Adjusting Stock Investing Strategies

This week’s Sentiment Survey special question asked AAII members how, if it all, they have adjusted their stock investing strategy recently. We received a large variety of responses. Slightly more than 12% of all respondents said they have not made a change. About 7% are placing a bigger emphasis on small-cap stocks, versus 3% who are favoring large-cap or mid-cap stocks. Approximately 6% are focusing on value stocks, whereas more than 3% prefer growth or momentum stocks. Almost 5% say they’ve increased their allocation to stocks, while 6% said they have reduced their exposure and 2% have rebalanced their portfolios.

Here is a sampling of the responses:

  • “Focusing more on growth due to the election outcome.”
  • “I have not made changes recently and don’t plan to.”
  • “I read [AAII founder and chairman] Jim Cloonan’s Investing at Level3 book and have adjusted my portfolio to use the passive approach described in it.”
  • “Raising cash for the end of the Trump honeymoon.”
  • “Small-cap and micro-cap value. I think these stocks are attractively priced and have significant upside.”

Want to weigh in? Take the survey yourself and see results online at http://www.aaii.com/sentimentsurvey.

If you want to become an effective manager of your own assets and achieve your financial goals, consider a risk-free 30-day Trial AAII Membership.

 

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