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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%....

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...

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...

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%....

In mutual fund investing there are no immutable laws to guide us, as we have in physics. But then again, it’s not professional wrestling either. Some of what follows distills the collective experience of mutual fund investing; some of it has empirical evidence pointing its...

Last month, individual investors’ proportionate cash allocations were the smallest they’ve been in 17½ years. The July AAII Asset Allocation Survey also showed a small decline in equity holdings and a rebound in fixed-income holdings. Stock and stock fund allocations pulled...

Equity allocations among individual investors rose to their highest level in more than a decade last month. The June AAII Asset Allocation Survey also shows fixed-income holdings at a multi-year low. Stock and stock fund allocations rose by 1.4 percentage points to 68.8%. This is...

Last month’s Asset Allocation Survey special question asked AAII members to describe the impact that the Federal Reserve’s rate hikes are having on their asset allocation decisions. Half of all respondents (50%) said that the rate hikes have had no impact on their allocation...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   What Bond Calls Mean for Your Cash Flow In a falling interest rate environment, or in one where interest rates have fallen in the not-too-distant past, it is especially important...

Last month’s Asset Allocation Survey special question asked AAII members to describe the impact that the Federal Reserve’s rate hikes are having on their asset allocation decisions. More than half of all respondents (57%) said that the rate hikes are either not affecting...