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Members Weigh in on Adjusting Stock Investing Strategies

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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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