Asset Allocation Survey

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Asset Allocation Results for June 2026 :

	Current percentage of portfolio	# change from last month
Stock Funds	40.15%	(+2.36%)
Stocks	30.88%	(-1.08%)
Stocks Total	71.03%

Bond Funds	10.81%	(-0.16%)
Bonds	3.59%	(-0.37%)
Bonds Total	14.39%

Cash	14.58%	(-0.73%)

■ Stocks ■ Bonds ■ Cash

Commentary

July 1, 2026

June AAII Asset Allocation Survey: Stock Allocations Continue to Climb

Individual investors' allocations to stocks increased while bond and cash allocations decreased in the June AAII Asset Allocation Survey.

Stock and stock fund allocations increased 1.2 percentage points to 71.0%. Stock and stock fund allocations are above their historical average of 61.5% for the 73rd consecutive month.