February AAII Asset Allocation Survey: Equity Allocations Rise

Exposure to equities among individual investors continued to rebound in February, reaching a four-month high. The February AAII Asset Allocation Survey also shows lower fixed-income and bond allocations.   Stock and stock fund allocations rose 4.1 percentage points to 67.3%. Equity allocations were last higher in October 2018 (69.5%). The increase keeps equity allocations above…

 

January AAII Asset Allocation Survey: Fixed-Income Exposure Reaches a 14-Month High

Equity and fixed-income allocations among individual investors increased slightly last month. The latest AAII Asset Allocation Survey also shows a small pullback in cash allocations. Stock and stock fund allocations rebounded by 0.8 percentage points to 63.2%. Though this was a minor increase, equity allocations are above their historical average of 61.0% for the 70th consecutive…

 

December AAII Asset Allocation Survey: Cash Nears a 6-Year High

Cash allocations among individual investors rose to nearly a six-year high last month. The December AAII Asset Allocation Survey also showed a further decline in equity exposure. Stock and stock fund allocations fell 2.2 percentage points to 62.4%. Exposure to equities was last lower in February 2016 (61.5%). Even with the decline, equity allocations remained…

 

November AAII Asset Allocation Survey: Cash Exposure Rises to a 33-Month High

Individual investors’ exposure to cash rose to its highest level in nearly three years last month. The November AAII Asset Allocation Survey also shows an increase in fixed-income exposure and a drop in equity allocations. Stock and stock fund allocations fell 4.9 percentage points to 64.6%. Equity allocations were last lower in July 2016 (64.1%)….

 

September AAII Asset Allocation Survey: Four-Month High for Exposure to Equities

Individual investors’ exposure to equities reached a four-month high last month. The September AAII Asset Allocation Survey also shows declines in fixed-income and cash allocations. Stock and stock fund allocations rose 1.4 percentage points to 69.9%. This is the highest level since May 2018 (70.0%). September was the 66th consecutive month with equity allocations above…

 

August AAII Asset Allocation Survey: Stocks and Cash Allocations Increase

Individual investors’ fixed-income allocations declined compared to last month, according to the August AAII Asset Allocation Survey. While fixed-income allocations decreased, equity and cash allocations increased. Stock and stock fund allocations increased by 0.2 percentage points to 68.5%. While the overall stock allocation increased, it’s worth noting that stock fund allocations increased 0.9 percentage points,…

 

You CAN Lose With Bonds

Dividend Safety Signs and Warning Flags Many investors have sought shelter from the stock market storm in more mature dividend-paying companies since the income from these firms provides at least some positive return in an otherwise bleak environment. What signs can you look for that indicate the safety of a company’s dividend payment stream? Choosing…

 

July AAII Asset Allocation Survey: Only Slight Changes

Individual investors’ allocations changed just slightly last month, according to the July AAII Asset Allocation Survey. Equity allocations decreased modestly, while fixed-income and cash allocations were marginally higher. Stock and stock fund allocations declined by 0.3 percentage points to 68.3%. Nonetheless, equity allocations remained above their historical average of 61.0% for the 64th consecutive month….

 

June AAII Asset Allocation Survey: Fixed Income Bounces Back

Individual investors’ fixed-income allocations rebounded last month after having previously fallen to their lowest level in nearly a decade. The June AAII Asset Allocation Survey also shows declines in equities and cash. Stock and stock fund allocations fell 1.4 percentage points to 68.6%. Nonetheless, equity allocations remain above their historical average of 61.0% for the…