June AAII Asset Allocation Survey: Stock Allocations Continue to Climb
by AAII Staff | July 01, 2026
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the June AAII Asset Allocation Survey.
Stock and stock fund allocations increased 1.2 percentage points to 71.0%. Stock and stock fund allocations are above their historical average of 61.5% for the 73rd consecutive month.
Bond and bond fund allocations decreased 0.5 percentage points to 14.4%. Bond and bond fund allocations are below their historical average of 16.0% for the eighth time in nine months.
Cash allocations decreased 0.7 percentage points to 14.6%. Cash allocations are below their historical average of 22.5% for the 43rd consecutive month.
- Stocks and Stock Funds: 71.0%, up 1.3 percentage points
- Bonds and Bond Funds: 14.4%, down 0.5 percentage points
- Cash: 14.6%, down 0.7 percentage points
- Stocks: 30.9%, down 1.1 percentage points
- Stocks Funds: 40.2%, up 2.4 percentage points
- Bonds: 3.6%, down 0.4 percentage points
- Bond Funds: 10.8%, down 0.2 percentage points
- Stocks/Stock Funds: 61.5%
- Bonds/Bond Funds: 16.0%
- Cash: 22.5%
Take the Asset Allocation Survey.
Discussion
C D from OR posted 27 days ago:
How to classify preferred shares, BDCs and Reits?
KEVIN W from IL posted 23 days ago:
I have no pfds, BDCs, or REITS. I really detest packaged products, and hybrid securities. I do own one closed end mutual fund, the Gabelli income fund. Aside from that, I'm running a ladder of 2-year treasury notes as a quasi money market fund, and have been since 2-year treasury notes were around the 5% mark. The same 12 common stocks I've owned and followed for the past seven years comprise about 1/2 of the total assets in my accounts. I closely follow the fundamentals and technical performance of these. The theme of these are natural resource issues. Namely /oil/gas/refining/fertilizer/uranium and gold. Smaller amounts are allocated to two key pharmaceutical companies. At my age (72), I cannot afford another 2007-2008, and I see the risks of that event building to a possible. I am sick of the silly debate over housing and why it is so expensive. There is no mystery to that if people would just pull their heads out of that warm, moist space.....It's the amount of money created over the past 15 years, and the tax advantages granted capital in general, and real estate in particular. If this country ever gets serious about managing its finances (something I doubt I'll live long enough to see) then it will seriously question WHY capital and labor are taxed so differently. I have presented a simple, elegant corporate tax scheme that would go a long way toward correcting the problems with the U.S. economy, but no one is interested in it, because it does not have any large carve-outs in it. Kevin Waspi, CFA
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