Level Chart

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Created with Highcharts 11.1.0Oct '24Jan '25Apr '2530.00%32.20%

Basic Info

AAII Individual Stock Allocation is at 32.20%, compared to 33.60% last month and 34.58% last year. This is higher than the long term average of 30.67%.

Stats

Last Value 32.20%
Latest Period Jun 2025
Last Updated Jul 2 2025, 17:07 EDT
Next Release Aug 1 2025, 12:00 EDT (E)
Long Term Average 30.67%
Average Growth Rate 6.27%
Value from Last Month 33.60%
Change from Last Month -4.17%
Value from 1 Year Ago 34.58%
Change from 1 Year Ago -6.88%
Frequency Monthly
Unit Percent
Adjustment N/A
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Historical Data

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Date Value
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 30.39%
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 33.60%
April 30, 2024 30.90%
March 31, 2024 30.44%
February 29, 2024 30.56%
January 31, 2024 30.50%
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%
Date Value
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%
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%

Basic Info

AAII Individual Stock Allocation is at 32.20%, compared to 33.60% last month and 34.58% last year. This is higher than the long term average of 30.67%.

Stats

Last Value 32.20%
Latest Period Jun 2025
Last Updated Jul 2 2025, 17:07 EDT
Next Release Aug 1 2025, 12:00 EDT (E)
Long Term Average 30.67%
Average Growth Rate 6.27%
Value from Last Month 33.60%
Change from Last Month -4.17%
Value from 1 Year Ago 34.58%
Change from 1 Year Ago -6.88%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade
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