February AAII Asset Allocation Survey: Equity Allocations Rise

Exposure to equities among individual investors continued to rebound in February, reaching a four-month high. The February AAII Asset Allocation Survey also shows lower fixed-income and bond allocations.   Stock and stock fund allocations rose 4.1 percentage points to 67.3%. Equity allocations were last higher in October 2018 (69.5%). The increase keeps equity allocations above…

 

January AAII Asset Allocation Survey: Fixed-Income Exposure Reaches a 14-Month High

Equity and fixed-income allocations among individual investors increased slightly last month. The latest AAII Asset Allocation Survey also shows a small pullback in cash allocations. Stock and stock fund allocations rebounded by 0.8 percentage points to 63.2%. Though this was a minor increase, equity allocations are above their historical average of 61.0% for the 70th consecutive…

 

December AAII Asset Allocation Survey: Cash Nears a 6-Year High

Cash allocations among individual investors rose to nearly a six-year high last month. The December AAII Asset Allocation Survey also showed a further decline in equity exposure. Stock and stock fund allocations fell 2.2 percentage points to 62.4%. Exposure to equities was last lower in February 2016 (61.5%). Even with the decline, equity allocations remained…

 

November AAII Asset Allocation Survey: Cash Exposure Rises to a 33-Month High

Individual investors’ exposure to cash rose to its highest level in nearly three years last month. The November AAII Asset Allocation Survey also shows an increase in fixed-income exposure and a drop in equity allocations. Stock and stock fund allocations fell 4.9 percentage points to 64.6%. Equity allocations were last lower in July 2016 (64.1%)….

 

September AAII Asset Allocation Survey: Four-Month High for Exposure to Equities

Individual investors’ exposure to equities reached a four-month high last month. The September AAII Asset Allocation Survey also shows declines in fixed-income and cash allocations. Stock and stock fund allocations rose 1.4 percentage points to 69.9%. This is the highest level since May 2018 (70.0%). September was the 66th consecutive month with equity allocations above…

 

August AAII Asset Allocation Survey: Stocks and Cash Allocations Increase

Individual investors’ fixed-income allocations declined compared to last month, according to the August AAII Asset Allocation Survey. While fixed-income allocations decreased, equity and cash allocations increased. Stock and stock fund allocations increased by 0.2 percentage points to 68.5%. While the overall stock allocation increased, it’s worth noting that stock fund allocations increased 0.9 percentage points,…

 

July AAII Asset Allocation Survey: Only Slight Changes

Individual investors’ allocations changed just slightly last month, according to the July AAII Asset Allocation Survey. Equity allocations decreased modestly, while fixed-income and cash allocations were marginally higher. Stock and stock fund allocations declined by 0.3 percentage points to 68.3%. Nonetheless, equity allocations remained above their historical average of 61.0% for the 64th consecutive month….

 

Computerized Investing’s New July Content

Important Note: Dear Subscriber, Starting with the September 2018 edition, Computerized Investing will be merging with the AAII Journal. Computerized Investing was originally created when computers, and using a computer to research investments, were a new option for individual investors. In today’s environment, most consider using a computer to analyze investments a necessity. As such,…

 

June AAII Asset Allocation Survey: Fixed Income Bounces Back

Individual investors’ fixed-income allocations rebounded last month after having previously fallen to their lowest level in nearly a decade. The June AAII Asset Allocation Survey also shows declines in equities and cash. Stock and stock fund allocations fell 1.4 percentage points to 68.6%. Nonetheless, equity allocations remain above their historical average of 61.0% for the…