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March AAII Asset Allocation Survey: Equity Allocations at a Two-Year High

by AAII Staff | April 01, 2024

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

Stock and stock fund allocations increased 1.5 percentage points to 69.3%. Stock and stock fund allocations are above their historical average of 61.5% for the 46th consecutive month. Stock and stock fund allocations were last higher in April 2022 (69.8%).

Bond and bond fund allocations decreased 1.4 percentage points to 14.0%. Bond and bond fund allocations are below their historical average of 16.0% for the second time in five months.

Cash allocations decreased 0.1 percentage points to 16.7%. Cash allocations are below their historical average of 22.5% for the 16th consecutive month. Cash allocations were last lower in January 2022 (16.1%).



March AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 69.3%, up 1.5 percentage points
  • Bonds and Bond Funds: 14.0%, down 1.4 percentage points
  • Cash: 16.7%, down 0.1 percentage points
March AAII Asset Allocation Details:
  • Stocks: 30.4%, down 0.1 percentage points
  • Stocks Funds: 38.9%, up 1.6 percentage points
  • Bonds: 4.5%, down 0.5 percentage points
  • Bond Funds: 9.4%, down 0.9 percentage points
Historical averages:

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

Take the Asset Allocation Survey.

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