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October AAII Asset Allocation Survey: Cash Allocations Decrease

by AAII Staff | November 04, 2024

Individual investors’ allocations to cash decreased while stock and bond allocations slightly rose in the October Asset Allocation Survey.

Stock and stock fund allocations increased 0.2 percentage points to 68.9%. Stock and stock fund allocations are above their historical average of 61.5% for the 53rd consecutive month.

Bond and bond fund allocations increased 0.2 percentage points to 14.6%. Bond and bond fund allocations are below their historical average of 16.0% for the ninth consecutive month.

Cash allocations decreased 0.4 percentage points to 16.4%. Cash allocations are below their historical average of 22.5% for the 23rd consecutive month.



October AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 68.9%, up 0.2 percentage points
  • Bonds and Bond Funds: 14.6%, up 0.2 percentage points
  • Cash: 16.4%, down 0.4 percentage points
October AAII Asset Allocation Details:
  • Stocks: 30.9%, up 1.6 percentage points
  • Stocks Funds: 38.0%, down 1.4 percentage points
  • Bonds: 4.7%, up 0.2 percentage points
  • Bond Funds: 10.0%, down 0.0 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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