Fixed-Income Allocations Rise to Three-Year High in July AAII Asset Allocation Survey

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. July was the 40th consecutive month equity allocations were above their historical average…

 

Almost Four in Ten Surveyed Investors Unaffected by Low Treasury Yields

This week’s Sentiment Survey special question asked AAII members how the recently set new record low for Treasury yields is affecting their short-term outlook for stocks. Nearly four out of 10 respondents (37%) said that the new lows are not altering their outlook for stocks. Reasons were mixed, though several cited a lack of good…

 

1 in 3 Surveyed Plan to Increase Equity Allocations

Last month’s Asset Allocation Survey special question asked AAII members what, if any, allocation changes they expect to make during the second half of this year. One out of three respondents (33%) intend to increase their equity exposure. Several of these respondents said they would do so if stock prices were to drop by putting…

 

June AAII Asset Allocation Survey: Stock Allocations Rise

Individual investors boosted their exposure to equities while reducing their fixed-income and cash allocations last month, according to the June AAII Asset Allocation Survey. The majority of the results were recorded prior to the Brexit vote. Stock and stock fund allocations rose 1.2 percentage points, to 64.1%. The increase keeps equity allocations above their historical…

 

Two-Thirds of Survey Respondents Sticking With Stocks

May’s Asset Allocation Survey special question asked AAII members if, given $50,000, how they would invest it today. Nearly two-thirds of respondents (65%) said stocks or stock funds. Dividend-paying stocks were a particular favorite, picked by more than 11% of all respondents. Nearly 20% said they would keep some or all of the amount in…

 

May AAII Asset Allocation Survey: Fixed-Income Exposure Continues to Rise

Exposure to fixed income in individual investors’ portfolios continued to rise last month, according to the latest AAII Asset Allocation Survey. May’s increase was the ninth in the past 10 months. Cash allocations rebounded, while equity allocations declined. Stock and stock fund allocations declined 1.9 percentage points, to 62.9%. The decline follows last month’s 2016…

 

March AAII Asset Allocation Survey: Three-Year High for Fixed-Income

Fixed-income exposure among individual investors rose last month to levels not seen since January 2015, tying a three-year high. The March AAII Asset Allocation Survey also shows higher exposure to equities and smaller cash positions. Stock and stock fund allocations rose 2.5 percentage points, to 64.0%.┬áThe rebound reversed two months of declines. It also kept…

 

Defined-Maturity Funds: A Bond Alternative With Compromises

This article originally appeared in the October 2013 issue of the AAII Journal. Interested in the benefits that individual bonds can offer, but not ready for the complications? The hybrid defined-maturity bond funds are one alternative. What are they and what do you need to know before investing? As the name implies, defined-maturity bonds cease…

 

AAII Asset Allocation Survey: Equity Allocations Fall to Three-Year Low

Equity allocations among individual investors declined to a three-year low last month, according to the February AAII Asset Allocation Survey. At the same time, individual investors boosted their cash allocations to a three-year high. Fixed-income allocations were slightly lower. Stock and stock fund allocations fell by 1.0 percentage points to 61.5%. This is the smallest…

 

Members Holding Portfolios Steady or Buying Stocks

January’s Asset Allocation Survey special question asked AAII members what, if any, allocation changes they plan to make this year. Nearly one-third of all respondents (32%) said they either are not intending to make any changes or will rebalance their portfolios as necessary. Many of these respondents indicated that they are following long-term strategies. Slightly…