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November AAII Asset Allocation Survey: Bond Allocations Increase

by AAII Staff | December 02, 2024

Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the November Asset Allocation Survey.

Stock and stock fund allocations decreased 0.2 percentage points to 68.7%. Stock and stock fund allocations are above their historical average of 61.5% for the 54th consecutive month.

Bond and bond fund allocations increased 0.7 percentage points to 15.3%. Bond and bond fund allocations are below their historical average of 16.0% for the 10th consecutive month.

Cash allocations decreased 0.4 percentage points to 16.0%. Cash allocations are below their historical average of 22.5% for the 24th consecutive month.



November AAII Asset Allocation Survey results:
  • Stocks and Stock Funds: 68.7%, down 0.3 percentage points
  • Bonds and Bond Funds: 15.3%, up 0.7 percentage points
  • Cash: 16.0%, down 0.4 percentage points
November AAII Asset Allocation Details:
  • Stocks: 31.5%, up 0.6 percentage points
  • Stocks Funds: 37.2%, down 0.9 percentage points
  • Bonds: 4.8%, up 0.1 percentage points
  • Bond Funds: 10.6%, up 0.6 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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