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%)….

 

November AAII Asset Allocation Survey: Lowest Level of Cash Since 1999

Individual investors’ cash allocations fell last month to a level not seen in 18 years. At the same time, the November AAII Asset Allocation shows a rebound in both equity and fixed-income allocations. Stock and stock fund allocations rebounded by 0.6 percentage points to 68.6%. Equity allocations were last higher in June 2017 (68.8%). November…

 

October AAII Asset Allocation Survey: Cash at Lowest Level Since the Summer

Last month, cash allocations among individual investors fell to their lowest level since the summer. The October AAII Asset Allocation Survey also shows a rebound in fixed-income allocations and a decline in equity allocations. Stock and stock fund allocations declined 0.7 percentage points to 68.0%. Equity allocations were last higher in June 2017 (68.8%). October…

 

September AAII Asset Allocation Survey: Equity Allocations Rebound

Equity allocations among individual investors rebounded to a three-month high last month, according to the September AAII Asset Allocation Survey. Fixed-income allocations fell and cash allocations declined modestly. Stock and stock fund allocations rose 1.9 percentage points to 68.7%. Equity allocations were last higher in June (68.8%). September was the 54th consecutive month that equity…

 

AAII Asset Allocation Survey: Cash Allocations Rebound in August

Cash allocations among individual investors rebounded last month after having set a 17-year low in July. The August AAII Asset Allocation survey also shows declines in equity and fixed-income allocations. Stock and stock fund allocations declined by 1.1 percentage points to 66.8%. August was the 53rd consecutive month that equity allocations were above their historical…

 

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…

 

April AAII Asset Allocation Survey: Highest Fixed-Income Allocations Since Last Summer

Fixed-income investments account for the largest percentage of individual investors’ portfolios since last summer, according to the April AAII Asset Allocation Survey. Also, last month equity allocations pulled back from their recent high, while cash balances rebounded. Stock and stock fund allocations fell 2.3 percentage points to 65.3%. The decline follows what had been a…