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AAII ALLOCATION SURVEY SHOWS A DEFENSIVE SMALL INVESTOR

The Latest AAII allocation survey showed little change in overall asset allocation by small investors.  In general, investors remain defensively positioned.  Charles Rotblut at AAII has the details:
“Individual investors held 52.9% of their portfolios in stocks and stock funds last month, according to the June 2010 AAII Asset Allocation Survey. This is a 1.9 percentage point increase from May, but still well below the historical average of 60%.
Bonds and bond funds comprised 21.6% of individual investor portfolios, a 3.8 percentage point decline from May. Despite the decrease, this is the fifth time in six months that allocations to fixed-income have been above 20%. The historical average is 15%.

Cash allocations increased for the third consecutive month. Individual investors held 25.5% of their portfolios in cash last month, a 1.9 percentage point increase from May. The historical average is 25%.

Individual investors continue to struggle with a volatile stock market, low bond yields and concern that both inflation and interest rates will be higher in the future. Some are looking at dividend-yielding stocks, while others are simply moving more money to cash.”

Source: AAII
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