Asset Allocation Survey

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Asset Allocation Results for July 2026 :

	Current percentage of portfolio	# change from last month
Stock Funds	39.78%	(-0.37%)
Stocks	30.60%	(-0.28%)
Stocks Total	70.38%

Bond Funds	10.99%	(+0.18%)
Bonds	4.44%	(+0.85%)
Bonds Total	15.43%

Cash	14.19%	(-0.39%)

■ Stocks ■ Bonds ■ Cash

Commentary

August 4, 2026

July AAII Asset Allocation Survey: Bond Allocations Return

Individual investors' allocations to bonds increased while stock and cash allocations decreased in the July AAII Asset Allocation Survey.

Stock and stock fund allocations decreased 0.6 percentage points to 70.4%. Stock and stock fund allocations are above their historical average of 61.5% for the 74th consecutive month.