February AAII Asset Allocation Survey: Cash Allocations Rise

Cash allocations among individual investors rose to a four-month high last month. The February AAII Asset Allocation Survey also shows declines in equity and bond allocations. Stock and stock fund allocations declined for a second consecutive month, falling 1.1 percentage points to 70.1%. January was the 59th consecutive month that equity allocations were above their…

 

January AAII Asset Allocation Survey: Equity Allocations Stay Above 70%

Individual investors’ exposure to equities declined slightly, but stayed above 70% for a second consecutive month in January. The January AAII Asset Allocation Survey also shows small increases in fixed income and cash allocations. Stock and stock fund allocations pulled back by 0.8 percentage points to 71.2%. January was the 58th consecutive month that equity…

 

Quality Can Help Put the Odds in Your Favor

Let’s start this week’s commentary with a hypothetical scenario: A person you trust says they have two stock picks for you. Both stocks are expected to rise in price. The charts for each stock are showing similar formations and the recent news seems equally positive. You only have enough available cash to buy one of…

 

A Majority of Investors’ Year-End Allocations Close to Expectations

Last month’s special question asked AAII members how their current allocation compares to what they expected it to look like at the start of 2017. Slightly more than half of all respondents said their allocations were close to what they had anticipated. Approximately 25% of all respondents said they had more exposure to equities than…

 

December AAII Asset Allocation Survey: Largest Equity Allocation Since 2000

Individual investors ended 2017 with their largest exposure to equities in 16½ years, according to the December AAII Asset Allocation Survey. At the same time, cash allocations fell further. Stock and stock fund allocations rose 3.4 percentage points to 72.0%. Equity allocations were last higher in July 2000 (74.0%). December was the 57th consecutive month…

 

Investors, Turn Down the Volume

In rock ’n’ roll, turning up the volume is not only welcome, but is often outright called for. While headbangers may want the volume cranked up, investors may prefer to have the volume set on low instead. High volume signifies a large amount of interest among investors. Interest often is inversely related to mispricing. Put…

 

November AAII Asset Allocation Survey: Lowest Level of Cash Since 1999

Individual investors’ cash allocations fell last month to a level not seen in 18 years. At the same time, the November AAII Asset Allocation shows a rebound in both equity and fixed-income allocations. Stock and stock fund allocations rebounded by 0.6 percentage points to 68.6%. Equity allocations were last higher in June 2017 (68.8%). November…

 

October AAII Asset Allocation Survey: Cash at Lowest Level Since the Summer

Last month, cash allocations among individual investors fell to their lowest level since the summer. The October AAII Asset Allocation Survey also shows a rebound in fixed-income allocations and a decline in equity allocations. Stock and stock fund allocations declined 0.7 percentage points to 68.0%. Equity allocations were last higher in June 2017 (68.8%). October…

 

September AAII Asset Allocation Survey: Equity Allocations Rebound

Equity allocations among individual investors rebounded to a three-month high last month, according to the September AAII Asset Allocation Survey. Fixed-income allocations fell and cash allocations declined modestly. Stock and stock fund allocations rose 1.9 percentage points to 68.7%. Equity allocations were last higher in June (68.8%). September was the 54th consecutive month that equity…

 

AAII Asset Allocation Survey: Cash Allocations Rebound in August

Cash allocations among individual investors rebounded last month after having set a 17-year low in July. The August AAII Asset Allocation survey also shows declines in equity and fixed-income allocations. Stock and stock fund allocations declined by 1.1 percentage points to 66.8%. August was the 53rd consecutive month that equity allocations were above their historical…