Level Chart

Basic Info

AAII Individual Stock Allocation is at 29.10%, compared to 29.80% last month and 30.40% last year. This is lower than the long term average of 30.68%.

Stats

Last Value 29.10%
Latest Period Jan 2026
Last Updated Feb 2 2026, 08:39 EST
Next Release Mar 1 2026, 12:00 EST (E)
Long Term Average 30.68%
Average Growth Rate 5.92%
Value from Last Month 29.80%
Change from Last Month -2.33%
Value from 1 Year Ago 30.40%
Change from 1 Year Ago -4.26%
Frequency Monthly
Unit Percent
Adjustment N/A
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Historical Data

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Date Value
January 31, 2026 29.10%
December 31, 2025 29.80%
November 30, 2025 32.11%
October 31, 2025 30.39%
September 30, 2025 28.40%
August 31, 2025 29.00%
July 31, 2025 31.20%
June 30, 2025 32.20%
May 31, 2025 29.60%
April 30, 2025 28.60%
March 31, 2025 29.70%
February 28, 2025 30.00%
January 31, 2025 30.40%
December 31, 2024 31.20%
November 30, 2024 31.50%
October 31, 2024 30.90%
September 30, 2024 29.30%
August 31, 2024 30.70%
July 31, 2024 33.80%
June 30, 2024 34.60%
May 31, 2024 33.60%
April 30, 2024 30.90%
March 31, 2024 30.40%
February 29, 2024 30.60%
January 31, 2024 30.50%
Date Value
December 31, 2023 30.70%
November 30, 2023 29.70%
October 31, 2023 29.60%
September 30, 2023 30.70%
August 31, 2023 31.60%
July 31, 2023 32.20%
June 30, 2023 34.30%
May 31, 2023 33.60%
April 30, 2023 30.40%
March 31, 2023 30.90%
February 28, 2023 31.40%
January 31, 2023 31.90%
December 31, 2022 31.80%
November 30, 2022 30.40%
October 31, 2022 30.10%
September 30, 2022 29.90%
August 31, 2022 30.40%
July 31, 2022 31.10%
June 30, 2022 30.70%
May 31, 2022 31.20%
April 30, 2022 33.30%
March 31, 2022 31.40%
February 28, 2022 30.80%
January 31, 2022 32.80%
December 31, 2021 33.20%

Basic Info

AAII Individual Stock Allocation is at 29.10%, compared to 29.80% last month and 30.40% last year. This is lower than the long term average of 30.68%.

Stats

Last Value 29.10%
Latest Period Jan 2026
Last Updated Feb 2 2026, 08:39 EST
Next Release Mar 1 2026, 12:00 EST (E)
Long Term Average 30.68%
Average Growth Rate 5.92%
Value from Last Month 29.80%
Change from Last Month -2.33%
Value from 1 Year Ago 30.40%
Change from 1 Year Ago -4.26%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File