Chart Of The Day

Individual Investor Stock Allocation Hits Post-Crisis High

The latest asset allocation survey from AAII showed a new high in demand for stocks and new lows for both cash and bonds.  Stocks experienced a notable jump to a 68% allocation from just 64% in November.  Bond holdings were down 2% to just 15% and cash holdings were down 2% to 16.5%.

Historically, stocks have averaged a 60% allocation.   The 68% level is not only high historically, but is also the highest level since July 2007 just before the S&P 500 peaked.


Source: AAII

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