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

by AAII Staff | May 01, 2024

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

Stock and stock fund allocations increased 0.1 percentage points to 69.4%. Stock and stock fund allocations are above their historical average of 61.5% for the 47th consecutive month. Stock and stock fund allocations were last higher in April 2022 (69.8%).

Bond and bond fund allocations decreased 0.1 percentage points to 13.9%. Bond and bond fund allocations are below their historical average of 16.0% for the third time in six months.

Cash allocations decreased 0.1 percentage points to 16.6%. Cash allocations are below their historical average of 22.5% for the 17th consecutive month.



April AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 69.4%, up 0.1 percentage points
  • Bonds and Bond Funds: 13.9%, down 0.0 percentage points
  • Cash: 16.6%, down 0.1 percentage points
April AAII Asset Allocation Details:
  • Stocks: 30.9%, up 0.5 percentage points
  • Stocks Funds: 38.5%, down 0.3 percentage points
  • Bonds: 4.7%, up 0.1 percentage points
  • Bond Funds: 9.3%, down 0.1 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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