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…

 

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…

 

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…

 

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…

 

Have a Game Plan for the Retirement “Red Zone”

In a recent PlanAdviser.com article, John Manganaro discusses with Michael Rosenberg, head of investment-only defined contribution business for Prudential Investments, how market conditions that define the decade before a person’s retirement can drastically alter their lifestyle once they retire. Rosenberg cites recent Prudential research that shows that the value of a portfolio can be depleted…