Nearly 37% of Polled Investors End Year With Expected Allocations

Last month’s Asset Allocation Survey special question asked AAII members how their allocations as of December 2016 compared to what they expected their allocations would look like at the start of the year. Nearly 37% of respondents said their allocations were similar to what they had anticipated they would be. Slightly more than 18% had…

 

AAII Asset Allocation Survey: 17-Month Low for Fixed-Income Allocations

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 declined by a very modest 0.1 percentage points, to 66.3%. December was the 45th consecutive…

 

AAII Asset Allocation Survey: Cash Holdings Fall to a 16-Month Low

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 level of the year. Stock and stock fund allocations rose 1.7 percentage points to 66.4%….

 

Screening for Dividend Income

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 proceeds from the sale of holdings in excess of the average size of all DI holdings, is then…

 

Over Half of Polled Investors Still Preferring Stocks

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 cash distributions. Growth and technology stocks were also favored. A few respondents said that…

 

September AAII Asset Allocation Survey: Bond Allocations Lowest in Over a Year

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 points, to 65.4%. Equity allocations have now been above their historical average…

 

Central Banks Seen as Biggest Obstacle Facing Fixed-Income Investors

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 obstacle facing fixed-income investors right now? Here are the results: As of 7:30…

 

August AAII Asset Allocation Survey: Equity Allocations Rise to a 13-Month High

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 rose 2.5 percentage points, to 66.6%. This was the…

 

4 in 10 Surveyed Investors’ Allocations Unaffected by Economy

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 that they have not otherwise altered their allocations. Many of these respondents described themselves as…

 

Brexit Leaves Nearly 75% of Respondents’ Allocations Unaffected

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 decisions or that they are not making any changes in reaction to the vote. Some of these…