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Created with Highcharts 11.1.0May '24Jul '24Sep '24Nov '24Jan '2530.00%30.39%

Basic Info

AAII Individual Stock Allocation is at 30.39%, compared to 31.24% last month and 30.53% last year. This is lower than the long term average of 30.68%.

Stats

Last Value 30.39%
Latest Period Jan 2025
Last Updated Feb 3 2025, 14:22 EST
Next Release May 1 2025, 12:00 EDT (E)
Long Term Average 30.68%
Average Growth Rate 6.17%
Value from Last Month 31.24%
Change from Last Month -2.71%
Value from 1 Year Ago 30.53%
Change from 1 Year Ago -0.48%
Frequency Monthly
Unit Percent
Adjustment N/A
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Historical Data

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Date Value
January 31, 2025 30.39%
December 31, 2024 31.24%
November 30, 2024 31.50%
October 31, 2024 30.92%
September 30, 2024 29.30%
August 31, 2024 30.67%
July 31, 2024 33.76%
June 30, 2024 34.58%
May 31, 2024 33.59%
April 30, 2024 30.90%
March 31, 2024 30.44%
February 29, 2024 30.56%
January 31, 2024 30.53%
December 31, 2023 30.67%
November 30, 2023 29.73%
October 31, 2023 29.58%
September 30, 2023 30.67%
August 31, 2023 31.57%
July 31, 2023 32.19%
May 31, 2023 33.57%
April 30, 2023 30.44%
March 31, 2023 30.85%
February 28, 2023 31.36%
January 31, 2023 31.91%
December 31, 2022 31.76%
Date Value
November 30, 2022 30.38%
October 31, 2022 30.06%
September 30, 2022 29.89%
August 31, 2022 30.39%
July 31, 2022 31.10%
June 30, 2022 30.68%
May 31, 2022 31.22%
April 30, 2022 33.26%
March 31, 2022 31.44%
February 28, 2022 30.79%
January 31, 2022 32.78%
December 31, 2021 33.21%
November 30, 2021 33.20%
October 31, 2021 31.65%
September 30, 2021 31.70%
August 31, 2021 32.30%
July 31, 2021 32.29%
June 30, 2021 32.18%
May 31, 2021 31.35%
April 30, 2021 31.48%
March 31, 2021 30.76%
February 28, 2021 28.95%
January 31, 2021 28.31%
December 31, 2020 30.19%
November 30, 2020 27.88%

Basic Info

AAII Individual Stock Allocation is at 30.39%, compared to 31.24% last month and 30.53% last year. This is lower than the long term average of 30.68%.

Stats

Last Value 30.39%
Latest Period Jan 2025
Last Updated Feb 3 2025, 14:22 EST
Next Release May 1 2025, 12:00 EDT (E)
Long Term Average 30.68%
Average Growth Rate 6.17%
Value from Last Month 31.24%
Change from Last Month -2.71%
Value from 1 Year Ago 30.53%
Change from 1 Year Ago -0.48%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade
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