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July AAII Asset Allocation Survey: Equity Allocations Remain at a 2.5-Year High

by AAII Staff | August 01, 2024

Individual investors’ allocations to equities decreased slightly in the July Asset Allocation Survey.

Stock and stock fund allocations decreased 0.4 percentage points to 70.1%. Stock and stock fund allocations are above their historical average of 61.5% for the 50th consecutive month.

Bond and bond fund allocations are unchanged at 14.5%. Bond and bond fund allocations are below their historical average of 16.0% for the sixth consecutive month.

Cash allocations increased 0.4 percentage points to 15.4%. Cash allocations are below their historical average of 22.5% for the 20th consecutive month.



July AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 70.1%, down 0.3 percentage points
  • Bonds and Bond Funds: 14.5%, up 0.0 percentage points
  • Cash: 15.4%, up 0.3 percentage points
July AAII Asset Allocation Details:
  • Stocks: 33.8%, down 0.8 percentage points
  • Stocks Funds: 36.4%, up 0.5 percentage points
  • Bonds: 4.7%, down 0.4 percentage points
  • Bond Funds: 9.8%, up 0.4 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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