• Basic Membership Access to Journal, Shadow Stock portfolio & monthly updates for stock screens
  • A+ Investor Full access to AAII.com, Journal, and a power data suite for investment ideas
  • AAII Platinum Full access to all of AAII's model portfolios and premium services at a significant discount
  • Dividend Investing Newsletter and model portfolio that focuses on dividend growth
  • AAII Growth Investing Find secular growth stocks poised for outperformance regardless of macroeconomic conditions.
  • Retirement Investing Discover trusted strategies for every stage of retirement. Get actionable insights and resources for smart retirement planning.
  • Sentiment Investing A research-driven newsletter with 10+ signals decoding sentiment across retail and institutional behavior.
  • Stock Superstars Report Get stock ideas inspired by the market's leading professionals
  • VMQ Stocks For the value investor looking to harness academic research in an actively managed portfolio
  • Bits and Bips Newsletter delivering insights on linking traditional finance, macro trends and cryptocurrency opportunities to help investors build stronger, more diversified portfolios.
All premium products come with free basic membership.
Explore All Membership Options
Join Now
Add your comment!

February AAII Asset Allocation Survey: Equity Allocations Remain Above Average

by AAII Staff | March 04, 2024

Individual investors’ allocations to equities slightly increased in the February Asset Allocation Survey.

Stock and stock fund allocations increased 0.8 percentage points to 67.8%. Stock and stock fund allocations are above their historical average of 61.5% for the 45th consecutive month.

Bond and bond fund allocations decreased by 0.7 percentage points to 15.4%. Bond and bond fund allocations are below their historical average of 16.0% for the first time in four months.

Cash allocations decreased 0.1 percentage points to 16.8%. Cash allocations are below their historical average of 22.5% for the 15th consecutive month.



February AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 67.8%, up 0.8 percentage points
  • Bonds and Bond Funds: 15.4%, down 0.7 percentage points
  • Cash: 16.8%, down 0.1 percentage points
February AAII Asset Allocation Details:
  • Stocks: 30.6%, up 0.0 percentage points
  • Stocks Funds: 37.3%, up 0.8 percentage points
  • Bonds: 5.0%, down 0.5 percentage points
  • Bond Funds: 10.3%, down 0.2 percentage points
Historical averages:

  • Stocks/Stock Funds: 61.5%
  • Bonds/Bond Funds: 16.0%
  • Cash: 22.5%

Take the Asset Allocation Survey.

Discussion

No comments have been added yet. Add your thoughts to the discussion!

You need to log in as a registered AAII user before commenting.
Create an account

Log In
Join a select group of investors who benefit from our educational mission. Sign up to receive exclusive AAII content to achieve your financial goals. Plus, receive the bonus special report:
"Profitable Retirement Planning"
100% Privacy Guaranteed.