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September AAII Asset Allocation Survey: Stock Allocations Decrease

by AAII Staff | October 01, 2024

Individual investors’ allocations to stocks decreased while bond allocations slightly rose in the September Asset Allocation Survey.

Stock and stock fund allocations decreased 0.1 percentage points to 68.7%. Stock and stock fund allocations are above their historical average of 61.5% for the 52nd consecutive month.

Bond and bond fund allocations were essentially unchanged at 14.4%. Bond and bond fund allocations are below their historical average of 16.0% for the eighth consecutive month.

Cash allocations were also unchanged at 16.8%. Cash allocations are below their historical average of 22.5% for the 22nd consecutive month. The last time cash allocations remained the same month to month was from March 2021 to April 2021 (14.7%).



September AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 68.7%, down 0.1 percentage points
  • Bonds and Bond Funds: 14.4%, up 0.1 percentage points
  • Cash: 16.8%, down 0.0 percentage points
September AAII Asset Allocation Details:
  • Stocks: 29.3%, down 1.4 percentage points
  • Stocks Funds: 39.4%, up 1.3 percentage points
  • Bonds: 4.5%, up 0.2 percentage points
  • Bond Funds: 10.0%, 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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