July AAII Asset Allocation Survey: Stock Allocations Rise

Aug. 04, 2025 2:06 PM ETS&P 500 Index (SP500), SPX, DJI, NDX, SPY, DIA, QQQ, IVV, VOO, IWM, , , , , , , , , 2 Comments
AAII
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Summary

  • Stock and stock fund allocations increased 0.8 percentage points to 68.3%.
  • Bond and bond fund allocations decreased 0.2 percentage points to 15.7%.
  • Cash allocations decreased 0.6 percentage points to 16.0%.

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Individual investors’ allocations to stocks increased while bond and cash allocations decreased in the July AAII Asset Allocation Survey.

Stock and stock fund allocations increased 0.8 percentage points to 68.3%. Stock and stock fund allocations are above their historical

This article was written by

2.79K Followers
Charles Rotblut, CFA is the editor of the AAII Journal, the flagship publication of The American Association of Individual Investors (AAII). Charles provides both insight about individual investor sentiment and market analysis. He is also the author of "Better Good than Lucky: How Savvy Investors Create Fortune with the Risk-Reward Ratio" (W&A Publishing/Trader's Press).

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

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