Asset Allocation Survey

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Asset Allocation Results for August 2026 :

	Current percentage of portfolio	# change from last month
Stock Funds	37.62%	(-2.16%)
Stocks	33.44%	(+2.84%)
Stocks Total	71.05%

Bond Funds	9.51%	(-1.48%)
Bonds	5.13%	(+0.69%)
Bonds Total	14.64%

Cash	14.30%	(+0.11%)

■ Stocks ■ Bonds ■ Cash

Commentary

September 1, 2026

August AAII Asset Allocation Survey: Bond Allocations Slip

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

Stock and stock fund allocations increased 0.7 percentage points to 71.1%. Stock and stock fund allocations are above their historical average of 61.5% for the 75th consecutive month.