June AAII Asset Allocation Survey: Largest Allocation to Equities Since 2005

Equity allocations among individual investors rose to their highest level in more than a decade last month. The June AAII Asset Allocation Survey also shows fixed-income holdings at a multi-year low. Stock and stock fund allocations rose by 1.4 percentage points to 68.8%. This is the largest allocation to equities since April 2005 (70.3%). June…

 

Over Half of Surveyed Investors’ Allocations Unaffected by Rate Hikes

Last month’s Asset Allocation Survey special question asked AAII members to describe the impact that the Federal Reserve‚Äôs rate hikes are having on their asset allocation decisions. More than half of all respondents (57%) said that the rate hikes are either not affecting or are only having a minimal impact on their allocation decisions. Among…

 

March AAII Asset Allocation Survey: Equity Allocations Reach a 2-Year High

Equity allocations among individual investors rose to their highest level in nearly two years, while cash allocations fell to a two-year low. The March AAII Asset Allocation Survey also shows slightly lower fixed-income allocations. Stock and stock fund allocations rose 2.1 percentage points, to 67.6%, after having declined during the three previous months. Equity allocations…

 

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%….

 

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…

 

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…

 

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…

 

January Asset Allocation Survey: Cash Allocations Rise to a 2.5-Year High

Last month, individual investors increased their cash allocations to the highest level and cut their equity allocations to the lowest level in two and a half years, according to the January AAII Asset Allocation Survey. At the same time, bond allocations rose to a one-year high. Stock and stock fund allocations fell by 2.8 percentage…

 

December AAII Asset Allocation Survey: Fixed-Income Allocations Reach 11-Month High

Individual investors ended 2015 with their largest bond exposure since last January, according to the December AAII Asset Allocation Survey. Equity and cash allocations were both slightly down. Stock and stock fund allocations declined by 0.2 percentage points to 65.3%. The change was not large enough to prevent equity allocations from remaining above their historical…