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…

 

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…

 

What Every Investor Should Know About Mutual Funds

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 way. But most is simply common sense that investors often…

 

July AAII Asset Allocation Survey: Cash Allocations Fall to 17½-Year Low

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 back by 0.9 percentage points 67.9%. The modest decline follows what had been a…

 

June AAII Asset Allocation Survey: Largest Allocation to Equities Since 2005

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 the largest allocation to equities since April 2005 (70.3%). June…