Asset Allocation Survey Latest Archive
June AAII Asset Allocation Survey: Stock Allocations Continue to Climb
July 01 2026 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the June AAII Asset Allocation Survey.
July 01 2026 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the June AAII Asset Allocation Survey.
May AAII Asset Allocation Survey: Stock Allocations Nudge Higher
June 01 2026 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the May AAII Asset Allocation Survey.
June 01 2026 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the May AAII Asset Allocation Survey.
April AAII Asset Allocation Survey: Cash Edges Higher
May 01 2026 by AAII Staff
Individual investors’ allocations to cash increased while stock and bond allocations decreased in the April AAII Asset Allocation Survey.
May 01 2026 by AAII Staff
Individual investors’ allocations to cash increased while stock and bond allocations decreased in the April AAII Asset Allocation Survey.
March AAII Asset Allocation Survey: Cash Allocations Rise
April 01 2026 by AAII Staff
Individual investors’ allocations to cash increased while stock and bond allocations decreased in the March AAII Asset Allocation Survey.
April 01 2026 by AAII Staff
Individual investors’ allocations to cash increased while stock and bond allocations decreased in the March AAII Asset Allocation Survey.
February AAII Asset Allocation Survey: Bond Allocations Rise
March 02 2026 by AAII Staff
Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the February AAII Asset Allocation Survey.
March 02 2026 by AAII Staff
Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the February AAII Asset Allocation Survey.
January AAII Asset Allocation Survey: Bond Allocations Increase
February 02 2026 by AAII Staff
Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the January AAII Asset Allocation Survey.
February 02 2026 by AAII Staff
Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the January AAII Asset Allocation Survey.
December AAII Asset Allocation Survey: Stock Allocations Decrease
January 02 2026 by AAII Staff
Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in the December AAII Asset Allocation Survey.
January 02 2026 by AAII Staff
Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in the December AAII Asset Allocation Survey.
November AAII Asset Allocation Survey: Bond Allocations Decrease
December 01 2025 by AAII Staff
Individual investors’ allocations to bonds decreased while stock and cash allocations increased in the November AAII Asset Allocation Survey.
December 01 2025 by AAII Staff
Individual investors’ allocations to bonds decreased while stock and cash allocations increased in the November AAII Asset Allocation Survey.
October AAII Asset Allocation Survey: Stock Allocations Rise
November 03 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond allocations and cash allocations decreased in the October AAII Asset Allocation Survey.
November 03 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond allocations and cash allocations decreased in the October AAII Asset Allocation Survey.
September AAII Asset Allocation Survey: Stock Allocations Increase
October 01 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond allocations increased and cash allocations decreased in the September AAII Asset Allocation Survey.
October 01 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond allocations increased and cash allocations decreased in the September AAII Asset Allocation Survey.
August AAII Asset Allocation Survey: Stock Allocations Decrease
September 02 2025 by AAII Staff
Individual investors’ allocations to stocks decreased while bond and cash allocations increased in the August AAII Asset Allocation Survey.
September 02 2025 by AAII Staff
Individual investors’ allocations to stocks decreased while bond and cash allocations increased in the August AAII Asset Allocation Survey.
July AAII Asset Allocation Survey: Stock Allocations Rise
August 04 2025 by AAII Staff
Individual investors' allocations to stocks increased while bond and cash allocations decreased in the July AAII Asset Allocation Survey.
August 04 2025 by AAII Staff
Individual investors' allocations to stocks increased while bond and cash allocations decreased in the July AAII Asset Allocation Survey.
June AAII Asset Allocation Survey: Stock Allocations Increase
July 02 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the June Asset Allocation Survey.
July 02 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the June Asset Allocation Survey.
May AAII Asset Allocation Survey: Stock Allocations Increase
June 03 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the May Asset Allocation Survey.
June 03 2025 by AAII Staff
Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the May Asset Allocation Survey.
April AAII Asset Allocation Survey: Stock Allocations Decrease
May 01 2025 by AAII Staff
Individual investors’ allocations to stock decreased while bond and cash allocations increased in the April Asset Allocation Survey.
May 01 2025 by AAII Staff
Individual investors’ allocations to stock decreased while bond and cash allocations increased in the April Asset Allocation Survey.
March AAII Asset Allocation Survey: Stock Allocations Fall
April 01 2025 by AAII Staff
Individual investors’ allocations to stock decreased while bond and cash allocations increased in the March Asset Allocation Survey.
April 01 2025 by AAII Staff
Individual investors’ allocations to stock decreased while bond and cash allocations increased in the March Asset Allocation Survey.
February AAII Asset Allocation Survey: Stock Allocations Decline
March 04 2025 by AAII Staff
Individual investors’ allocations to stock decreased while bond and cash allocations increased in the February Asset Allocation Survey.
March 04 2025 by AAII Staff
Individual investors’ allocations to stock decreased while bond and cash allocations increased in the February Asset Allocation Survey.
January AAII Asset Allocation Survey: Cash Allocations Increase
February 03 2025 by AAII Staff
Individual investors’ allocations to cash increased while stock and bond allocations decreased in the January Asset Allocation Survey.
February 03 2025 by AAII Staff
Individual investors’ allocations to cash increased while stock and bond allocations decreased in the January Asset Allocation Survey.
December AAII Asset Allocation Survey: Stock Allocations Increase
January 02 2025 by AAII Staff
Individual investors’ allocations to stocks increased while cash and bond allocations decreased.
January 02 2025 by AAII Staff
Individual investors’ allocations to stocks increased while cash and bond allocations decreased.
November AAII Asset Allocation Survey: Bond Allocations Increase
December 02 2024 by AAII Staff
Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the November Asset Allocation Survey.
December 02 2024 by AAII Staff
Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the November Asset Allocation Survey.
October AAII Asset Allocation Survey: Cash Allocations Decrease
November 04 2024 by AAII Staff
Individual investors’ allocations to cash decreased while stock and bond allocations slightly rose in the October Asset Allocation Survey.
November 04 2024 by AAII Staff
Individual investors’ allocations to cash decreased while stock and bond allocations slightly rose in the October Asset Allocation Survey.
September AAII Asset Allocation Survey: Stock Allocations Decrease
October 01 2024 by AAII Staff
Individual investors’ allocations to stocks decreased while bond allocations slightly rose in the September Asset Allocation Survey.
October 01 2024 by AAII Staff
Individual investors’ allocations to stocks decreased while bond allocations slightly rose in the September Asset Allocation Survey.
August AAII Asset Allocation Survey: Cash Allocations Increase
September 03 2024 by AAII Staff
Individual investors’ allocations to cash rose while stock and bond allocations decreased in the August Asset Allocation Survey.
September 03 2024 by AAII Staff
Individual investors’ allocations to cash rose while stock and bond allocations decreased in the August Asset Allocation Survey.
July AAII Asset Allocation Survey: Equity Allocations Remain at a 2.5-Year High
August 01 2024 by AAII Staff
Individual investors’ allocations to equities decreased slightly in the July Asset Allocation Survey.
August 01 2024 by AAII Staff
Individual investors’ allocations to equities decreased slightly in the July Asset Allocation Survey.
June AAII Asset Allocation Survey: Equity Allocations at a 2.5-Year High
July 02 2024 by AAII Staff
Individual investors’ allocations to equities and fixed income increased in the June Asset Allocation Survey.
July 02 2024 by AAII Staff
Individual investors’ allocations to equities and fixed income increased in the June Asset Allocation Survey.
May AAII Asset Allocation Survey: Equity Allocations Surpass Previous Two-Year High
June 04 2024 by AAII Staff
Individual investors’ allocations to equities increased in the May Asset Allocation Survey.
June 04 2024 by AAII Staff
Individual investors’ allocations to equities increased in the May Asset Allocation Survey.
April AAII Asset Allocation Survey: Equity Allocations Remain at a Two-Year High
May 01 2024 by AAII Staff
Individual investors’ allocations to equities slightly increased. Results were largely in line with the previous month.
May 01 2024 by AAII Staff
Individual investors’ allocations to equities slightly increased. Results were largely in line with the previous month.
March AAII Asset Allocation Survey: Equity Allocations at a Two-Year High
April 01 2024 by AAII Staff
Individual investors’ allocations to equities increased to a two-year high.
April 01 2024 by AAII Staff
Individual investors’ allocations to equities increased to a two-year high.
February AAII Asset Allocation Survey: Equity Allocations Remain Above Average
March 04 2024 by AAII Staff
Individual investors' allocations to equities slightly increased and are above average for the 45th consecutive month.
March 04 2024 by AAII Staff
Individual investors' allocations to equities slightly increased and are above average for the 45th consecutive month.
January AAII Asset Allocation Survey: Stock Allocations Remain Above Average
February 01 2024 by AAII Staff
Individual investors’ allocation to equities slightly increased. Bond and bond fund allocations are above average for the third consecutive month.
February 01 2024 by AAII Staff
Individual investors’ allocation to equities slightly increased. Bond and bond fund allocations are above average for the third consecutive month.
December AAII Asset Allocation Survey: Stock Allocations Above Average
January 02 2024 by AAII Staff
Individual investors’ allocation to equities increased and remained above average for the 43rd consecutive month.
January 02 2024 by AAII Staff
Individual investors’ allocation to equities increased and remained above average for the 43rd consecutive month.
November AAII Asset Allocation Survey: Bond Allocations Above Average
December 04 2023 by AAII Staff
Individual investors’ allocation to fixed income increased and equities remained relatively flat.
December 04 2023 by AAII Staff
Individual investors’ allocation to fixed income increased and equities remained relatively flat.
October AAII Asset Allocation Survey: Equity Allocations Slightly Decrease
November 01 2023 by AAII Staff
Individual investors’ allocation to equities fell for the second consecutive month. Fixed-income exposure and cash allocations both rose slightly.
November 01 2023 by AAII Staff
Individual investors’ allocation to equities fell for the second consecutive month. Fixed-income exposure and cash allocations both rose slightly.
September AAII Asset Allocation Survey: Cash Allocations Slightly Increase
October 03 2023 by AAII Staff
Individual investors’ allocation to equities fell slightly in September. Fixed-income exposure remained flat and cash allocations rose slightly.
October 03 2023 by AAII Staff
Individual investors’ allocation to equities fell slightly in September. Fixed-income exposure remained flat and cash allocations rose slightly.
August AAII Asset Allocation Survey: 15-Month High for Equity Allocations
September 01 2023 by AAII Staff
Individual investors’ equity allocation reached a 15-month high in August. Bond allocations are above average for the 30th consecutive month.
September 01 2023 by AAII Staff
Individual investors’ equity allocation reached a 15-month high in August. Bond allocations are above average for the 30th consecutive month.
July AAII Asset Allocation Survey: 14-Month High for Equity Allocations
August 01 2023 by AAII Staff
Individual investors’ equity allocation reached a 14-month high last month, while cash allocations fell to their lowest level since April 2022.
August 01 2023 by AAII Staff
Individual investors’ equity allocation reached a 14-month high last month, while cash allocations fell to their lowest level since April 2022.
June AAII Asset Allocation Survey: 13-Month High for Equity Allocations
July 05 2023 by AAII Staff
Individual investors’ equity allocation reached a 13-month high in June and is above its historical average for the 37th consecutive month.
July 05 2023 by AAII Staff
Individual investors’ equity allocation reached a 13-month high in June and is above its historical average for the 37th consecutive month.
May AAII Asset Allocation Survey: Pullback in Fixed-Income Exposure
June 01 2023 by AAII Staff
Individual investors’ exposure to fixed income pulled back in May, retreating from its 26-month high set in April.
June 01 2023 by AAII Staff
Individual investors’ exposure to fixed income pulled back in May, retreating from its 26-month high set in April.
April AAII Asset Allocation Survey: Another High for Fixed-Income Exposure
May 01 2023 by AAII Staff
Exposure to fixed income rose to a 26-month high in April but remained below the historical average.
May 01 2023 by AAII Staff
Exposure to fixed income rose to a 26-month high in April but remained below the historical average.
March AAII Asset Allocation Survey: 17-Month High for Fixed-Income Exposure
April 03 2023 by AAII Staff
Individual investors’ exposure to fixed income rose to a 17-month high last month, while allocations to stocks remained above the historical average for the 34th consecutive month.
April 03 2023 by AAII Staff
Individual investors’ exposure to fixed income rose to a 17-month high last month, while allocations to stocks remained above the historical average for the 34th consecutive month.
February AAII Asset Allocation Survey: Equity Exposure Rises for Fourth Consecutive Month
March 01 2023 by AAII Staff
AAII members’ exposure to equities increased for the fourth consecutive month in February, while cash allocations continued to pull back.
March 01 2023 by AAII Staff
AAII members’ exposure to equities increased for the fourth consecutive month in February, while cash allocations continued to pull back.
January AAII Asset Allocation Survey: Equity Exposures Reach 8-Month High
February 01 2023 by AAII Staff
AAII members’ exposure to equities reached an eight-month high in January, while cash allocations stayed above 20.0% for the eighth consecutive month.
February 01 2023 by AAII Staff
AAII members’ exposure to equities reached an eight-month high in January, while cash allocations stayed above 20.0% for the eighth consecutive month.
December AAII Asset Allocation Survey: Cash Allocations Fall
January 03 2023 by AAII Staff
Cash allocations continued to pull back from their 2.5-year high in December, while both equity and fixed-income allocations increased.
January 03 2023 by AAII Staff
Cash allocations continued to pull back from their 2.5-year high in December, while both equity and fixed-income allocations increased.
November AAII Asset Allocation Survey: Cash Allocations Remain High
December 01 2022 by AAII Staff
Cash as a percentage of individual investors’ portfolios pulled back from a 2.5-year high last month but remains above average for the second consecutive month.
December 01 2022 by AAII Staff
Cash as a percentage of individual investors’ portfolios pulled back from a 2.5-year high last month but remains above average for the second consecutive month.
October AAII Asset Allocation Survey: Cash Allocations Jump to 2.5-Year High
November 01 2022 by AAII Staff
Cash as a percentage of AAII members’ portfolios rose to its highest level in over two and a half years last month.
November 01 2022 by AAII Staff
Cash as a percentage of AAII members’ portfolios rose to its highest level in over two and a half years last month.
September AAII Asset Allocation Survey: Equity Exposure Modestly Declines
October 03 2022 by AAII Staff
AAII members largely kept their allocations unchanged despite unusually low levels of optimism about the stock market and rising bond yields.
October 03 2022 by AAII Staff
AAII members largely kept their allocations unchanged despite unusually low levels of optimism about the stock market and rising bond yields.
August AAII Asset Allocation Survey: Investors Prefer Equities and Funds Over Cash
September 01 2022 by AAII Staff
Both equity and fixed-income allocations rose last month. Equity allocations remain above their historical average for the 27th consecutive month.
September 01 2022 by AAII Staff
Both equity and fixed-income allocations rose last month. Equity allocations remain above their historical average for the 27th consecutive month.
July AAII Asset Allocation Survey: Equity Allocation Continues to Fall as Cash Allocation Rises
August 01 2022 by AAII Staff
Equity allocations fell to their lowest level in almost two years, while cash allocations continued to rise to their highest level in more than two years.
August 01 2022 by AAII Staff
Equity allocations fell to their lowest level in almost two years, while cash allocations continued to rise to their highest level in more than two years.
June AAII Asset Allocation Survey: Highest Level of Cash Since April 2020
July 01 2022 by AAII Staff
Cash allocations rose to their highest level in more than two years, while equity allocations fell for the sixth time in seven months.
July 01 2022 by AAII Staff
Cash allocations rose to their highest level in more than two years, while equity allocations fell for the sixth time in seven months.
May AAII Asset Allocation Survey: Lowest Equity Exposure Since 2020
June 01 2022 by AAII Staff
Equity exposure fell to its lowest level since November 2020 in May, while cash levels rose to their highest level since July 2020.
June 01 2022 by AAII Staff
Equity exposure fell to its lowest level since November 2020 in May, while cash levels rose to their highest level since July 2020.
April AAII Asset Allocation Survey: Fixed-Income Allocations Fall to a 14-Year Low
May 03 2022 by AAII Staff
Fixed-income allocations fell to 14-year low, while equity allocations are back at an unusually high level.
May 03 2022 by AAII Staff
Fixed-income allocations fell to 14-year low, while equity allocations are back at an unusually high level.
March AAII Asset Allocation Survey: Investors Favor Equities and Cash Over Funds
April 01 2022 by AAII Staff
Last month, bond and bond fund allocations declined to their lowest level since October 2018. Stock and stock fund allocations, meanwhile, remained near the upper end of their typical range.
April 01 2022 by AAII Staff
Last month, bond and bond fund allocations declined to their lowest level since October 2018. Stock and stock fund allocations, meanwhile, remained near the upper end of their typical range.
February AAII Asset Allocation Survey: Equity Allocations Fall to a 12-Month Low
March 01 2022 by AAII Staff
Equity allocations among individual investors fell to their lowest level in a year. The decline moved them from being unusually high to being at the upper end of their typical historical range.
March 01 2022 by AAII Staff
Equity allocations among individual investors fell to their lowest level in a year. The decline moved them from being unusually high to being at the upper end of their typical historical range.
January AAII Asset Allocation Survey: Cash Allocations Rise to a 12-Month High
February 01 2022 by AAII Staff
Cash allocations reached their highest level since February 2021.
February 01 2022 by AAII Staff
Cash allocations reached their highest level since February 2021.
December AAII Asset Allocation Survey: Investors Moved Slightly From Stock Funds to Cash
January 04 2022 by AAII Staff
Equity allocations remained at or above 70% for the 10th consecutive month despite declining last month.
January 04 2022 by AAII Staff
Equity allocations remained at or above 70% for the 10th consecutive month despite declining last month.
November AAII Asset Allocation Survey: Largest Equity Allocations Since 2017
December 01 2021 by AAII Staff
Equity allocations rose to a four-year high of 71.4% in November. Our asset allocation survey is conducted over the period of a full calendar month, whereas our sentiment survey is conducted weekly.
December 01 2021 by AAII Staff
Equity allocations rose to a four-year high of 71.4% in November. Our asset allocation survey is conducted over the period of a full calendar month, whereas our sentiment survey is conducted weekly.
October AAII Asset Allocation Survey: Cash Allocations Reach Five-Month High
November 01 2021 by AAII Staff
Cash allocations reached a five-month high in October, offset by a corresponding decline in bond and bond fund allocations.
November 01 2021 by AAII Staff
Cash allocations reached a five-month high in October, offset by a corresponding decline in bond and bond fund allocations.
September AAII Asset Allocation Survey: Stock Allocations Pull Back From Recent High
October 04 2021 by AAII Staff
September marked the seventh consecutive month that equity allocations were at or above 70%.
October 04 2021 by AAII Staff
September marked the seventh consecutive month that equity allocations were at or above 70%.
August AAII Asset Allocation Survey: Stock Allocations Remain High
September 01 2021 by AAII Staff
Equity allocations stayed at or above 70% for the sixth consecutive month and remain unusually high.
September 01 2021 by AAII Staff
Equity allocations stayed at or above 70% for the sixth consecutive month and remain unusually high.
July AAII Asset Allocation Survey: Allocations Remain Relatively Unchanged and Cash Continues to Decline
August 02 2021 by AAII Staff
Asset allocations among individual investors moved minimally last month. Cash allocations are at their lowest level since January 2020.
August 02 2021 by AAII Staff
Asset allocations among individual investors moved minimally last month. Cash allocations are at their lowest level since January 2020.
June AAII Asset Allocation Survey: Equity Allocations Continue to Rise
July 01 2021 by AAII Staff
Allocations did not change significantly, but equity exposure rose just enough to put it at its highest level since December 2017.
July 01 2021 by AAII Staff
Allocations did not change significantly, but equity exposure rose just enough to put it at its highest level since December 2017.
May AAII Asset Allocation Survey: Bond Fund Allocations Fall to 30-Month Low
June 01 2021 by AAII Staff
Equity allocations remained above 70% for the third consecutive month while fixed-income allocations fell to their lowest level since October 2018.
June 01 2021 by AAII Staff
Equity allocations remained above 70% for the third consecutive month while fixed-income allocations fell to their lowest level since October 2018.
April AAII Asset Allocation Survey: Equity Exposure Reaches New 3-Year High
May 03 2021 by AAII Staff
May 03 2021 by AAII Staff
March AAII Asset Allocation Survey: 37-Month High for Equity Exposure
April 01 2021 by AAII Staff
Equity exposure rose to its highest level in more than three years and is now at an unusually high level.
April 01 2021 by AAII Staff
Equity exposure rose to its highest level in more than three years and is now at an unusually high level.
February AAII Asset Allocation Survey: 22-Month High for Equity Exposure
March 01 2021 by AAII Staff
Equity allocations may have only risen slightly, but the increase was large enough to push them to their highest level in 22 months.
March 01 2021 by AAII Staff
Equity allocations may have only risen slightly, but the increase was large enough to push them to their highest level in 22 months.
January AAII Asset Allocation Survey: Equity Exposure Pulls Back
February 01 2021 by AAII Staff
Individual investors’ exposure to equities pulled back slightly in January according to the latest AAII Asset Allocation Survey. Allocations to cash increased while fixed income remained flat.
February 01 2021 by AAII Staff
Individual investors’ exposure to equities pulled back slightly in January according to the latest AAII Asset Allocation Survey. Allocations to cash increased while fixed income remained flat.
December AAII Asset Allocation Survey: 20-Month High for Equity Exposure
January 04 2021 by AAII Staff
Individual investors’ exposure to equities reached a 20-month high in December according to the latest AAII Asset Allocation Survey. Cash allocations, meanwhile, declined to a 10-month low.
January 04 2021 by AAII Staff
Individual investors’ exposure to equities reached a 20-month high in December according to the latest AAII Asset Allocation Survey. Cash allocations, meanwhile, declined to a 10-month low.
November AAII Asset Allocation Survey: Equity Exposure Pulls Back
December 01 2020 by AAII Staff
Individual investors’ exposure to equities hit a four-month low in November.
December 01 2020 by AAII Staff
Individual investors’ exposure to equities hit a four-month low in November.
October AAII Asset Allocation Survey: Fixed-Income Allocations Decline to a 21-Month Low
November 03 2020 by AAII Staff
Individual investors’ exposure to fixed-income assets declined to its lowest level in 21 months.
November 03 2020 by AAII Staff
Individual investors’ exposure to fixed-income assets declined to its lowest level in 21 months.
September AAII Asset Allocation Survey: Fixed-Income Exposure Reverts Back to July Low
October 01 2020 by AAII Staff
According to the latest AAII Asset Allocation Survey, individual investors’ exposure to fixed-income assets reverted to back the 15-month low recorded in July.
October 01 2020 by AAII Staff
According to the latest AAII Asset Allocation Survey, individual investors’ exposure to fixed-income assets reverted to back the 15-month low recorded in July.
August AAII Asset Allocation Survey: Six-Month High for Equity Exposure
September 02 2020 by AAII Staff
The latest AAII Asset Allocation Survey shows individual investors’ exposure to equities reaching a six-month high in August.
September 02 2020 by AAII Staff
The latest AAII Asset Allocation Survey shows individual investors’ exposure to equities reaching a six-month high in August.
July AAII Asset Allocation Survey: Fixed-Income Allocations Decline to a 15-Month Low
August 03 2020 by AAII Staff
Individual investors’ exposure to fixed-income assets declined to its lowest level in 15 months.
August 03 2020 by AAII Staff
Individual investors’ exposure to fixed-income assets declined to its lowest level in 15 months.
June AAII Asset Allocation Survey: Highest Equity Allocations Since February
July 01 2020 by AAII Staff
Individual investors’ exposure to equities reached a four-month high in June.
July 01 2020 by AAII Staff
Individual investors’ exposure to equities reached a four-month high in June.
May AAII Asset Allocation Survey: Equity Allocations Rebound
June 01 2020 by AAII Staff
Exposure to equities among individual investors continued to rebound last month.
June 01 2020 by AAII Staff
Exposure to equities among individual investors continued to rebound last month.
April AAII Asset Allocation Survey: 7-Year High for Fixed Income Exposure
May 01 2020 by AAII Staff
AAII members’ exposure to fixed income rose to its highest level in seven years last month.
May 01 2020 by AAII Staff
AAII members’ exposure to fixed income rose to its highest level in seven years last month.
March AAII Asset Allocation Survey: Lowest Equity Exposure Since 2011
April 02 2020 by AAII Staff
Individual investors’ exposure to equities plunged to the lowest level since late 2011.
April 02 2020 by AAII Staff
Individual investors’ exposure to equities plunged to the lowest level since late 2011.
February AAII Asset Allocation Survey: Fixed-Income Exposure Rises to a Six-Month High
March 02 2020 by AAII Staff
Individual investors’ exposure to fixed income was at a six-month high last month according to the February Asset Allocation Survey.
March 02 2020 by AAII Staff
Individual investors’ exposure to fixed income was at a six-month high last month according to the February Asset Allocation Survey.
January AAII Asset Allocation Survey: Two-Year Low for Cash Exposure
February 03 2020 by AAII Staff
Cash allocations among individual investors fell to a two-year low last month. The January AAII Asset Allocation Survey also shows greater exposure to equities and stable fixed-income allocations.
February 03 2020 by AAII Staff
Cash allocations among individual investors fell to a two-year low last month. The January AAII Asset Allocation Survey also shows greater exposure to equities and stable fixed-income allocations.
November AAII Asset Allocation Survey: Equity Allocations Reach a 7-Month High
December 02 2019 by AAII Staff
December 02 2019 by AAII Staff
August AAII Asset Allocation Survey: Highest Fixed-Income Exposure in Six Years
September 04 2019 by AAII Staff
September 04 2019 by AAII Staff
June AAII Asset Allocation Survey: Stock Allocations Decline for a Second Month
July 01 2019 by AAII Staff
July 01 2019 by AAII Staff
May AAII Asset Allocation Survey: Six-Year High for Fixed-Income Exposure
June 03 2019 by AAII Staff
June 03 2019 by AAII Staff
March AAII Asset Allocation Survey: Fixed-Income Allocations Rise to 16-Month High
April 01 2019 by AAII Staff
April 01 2019 by AAII Staff