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Save the Date! Our 2017 Investor Conference will be held November 3-5 at the Loews Royal Pacific Resort in Orlando, FL. We’re scheduling many great speakers for the event, including Mark Hulbert, John Buckingham and Wesley Gray among others. You’ll also get to meet my fellow...

Last month’s Asset Allocation Survey special question asked AAII members why or why not record highs (such as the Dow’s rise above 20,000) influence their asset allocation decisions. Slightly more than half of all respondents (53%) said that they do not alter their allocations...

The proportion of fixed-income investments in individual investors’ portfolios was at a six-month high last month, according to the February AAII Asset Allocation Survey. Both equity and cash allocations declined. Stock and stock fund allocations declined for a third consecutive...

Last month’s AAII Asset Allocation Survey special question asked AAII members what, if any, allocation changes they expected to make this year. An equal percentage of respondents indicated that they planned to increase their allocation to equity and indicated that they were planning...

Stock and stock funds accounted for 66.0% of the average individual investor portfolio, according to the January AAII Asset Allocation Survey. Cash allocations fell last month to 17.7% of the average investor portfolio, 5.8 percentage points below the long-term average of 23.5%....

One of the most common questions many of us in the investment community are asked can be paraphrased as “is now a good time to invest in stocks?” The answer to this question consists of two parts. The first is a clarifying question: “When will you need the money?” The...

Last month’s Asset Allocation Survey special question asked AAII members how their allocations as of December 2016 compared to what they expected their allocations would look like at the start of the year. Nearly 37% of respondents said their allocations were similar to what...

Bonds and bond funds accounted for the lowest percentage of individual investors’ portfolios in 17 months, according to the December AAII Asset Allocation Survey. Cash allocations rose last month, while equity allocations were barely changed. Stock and stock fund allocations...

Support for the concept of the post-election (“Trump”) rally borrowing gains from 2017 can be found in our Sentiment Survey. Optimism was both unusually low (a bullish sign) and unusually high (a bearish sign) in recent weeks. Though seemingly contradictory, the two...

Last month’s Asset Allocation Survey special question asked AAII members whether changes in bond yields or the Federal Reserve’s target for interest rates have a bigger impact on their allocation decisions. Just under half of all respondents (49%) said neither changes in bond...