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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...

Individual investors have reduced their cash holdings, on a percentage basis, to the smallest amount since the spring of 2015, according to the November AAII Asset Allocation Survey. Fixed-income allocations declined as well. Conversely, equity allocations rose to their second-highest...

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Reinvesting Dividends The approach used in managing AAII’s Dividend Investing portfolio is to allocate proceeds received from dividend payments to cash. The cash, along with any...

This week’s Asset Allocation Survey special question asked AAII members what asset class (or classes) they would invest in today if given $50,000. Slightly more than half of all respondents (51%) said stocks. Dividend-paying stocks were particularly mentioned for their quarterly...

Fixed-income allocations among individual investors fell last month to their lowest level in over a year. The September AAII Asset Allocation Survey also shows a decline in equity allocations and a rebound in cash allocations. Stock and stock fund allocations declined 1.2 percentage...

The low-interest rate environment of the last several years has forced many investors to seek alternative forms of investment yield beyond traditional fixed-income instruments Faced with that reality, we posed the following question to our readers last week: What is the biggest...

Exposure to equities reached its highest level in 13 months last month, according to the August AAII Asset Allocation Survey. At the same time, cash allocations fell to their lowest level in more than a year and fixed-income allocations declined modestly. Stock and stock fund allocations...

Last month’s Asset Allocation Survey special question asked AAII members how the current economic environment is effecting their portfolio allocation decisions. More than four out of 10 respondents (42%) said the economy was not influencing their allocation decisions or indicated...

July’s Asset Allocation Survey special question asked AAII members how Great Britain’s decision to leave the European Union affected their allocation decisions. Nearly three-quarters of respondents (73%) said the referendum’s outcome either did not affect their portfolio allocation...

Individual investors held their largest exposure to fixed-income investments in more than three years, according to the July AAII Asset Allocation Survey. Equity allocations were unchanged, while cash levels rose. Stock and stock fund allocations stayed at 64.1% for a second month....