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Nearly Half of Investors’ Allocations Matched Expectations

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Last month’s Asset Allocation Survey special question asked AAII members how their year-end portfolio allocations compared to what their expectations were at the beginning of 2014. Nearly half of all respondents (45%) said their year-end allocations matched or were close to their expectations. About 17% of respondents said their year-end equity allocations were larger than they had anticipated. Approximately 8% said that they were holding onto more cash than expected.

Here is a sampling of the responses:

  • “Right on target. I’m surprised I held onto my bond funds as long as I did.”
  • “More cash and less equities as I was nervous of the run up [in stock prices].”
  • “Similar. I try to keep 1/3rd in fixed-income and 2/3rd in equities.”
  • “Thought I would have more bonds at higher [interest] rates.”
  • “More cash than expected. Normally, I’m very close to fully invested.”
  • “Just rebalanced in October.”
  • “Right on target. I rebalance periodically.”
 

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