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Created with Highcharts 11.1.0May '24Jul '24Sep '24Nov '24Jan '2540.00%38.75%

Basic Info

AAII Stock Fund Allocation is at 38.75%, compared to 38.57% last month and 36.44% last year. This is higher than the long term average of 31.24%.

Stats

Last Value 38.75%
Latest Period Jan 2025
Last Updated Feb 3 2025, 14:22 EST
Next Release May 1 2025, 12:00 EDT (E)
Long Term Average 31.24%
Average Growth Rate 7.79%
Value from Last Month 38.57%
Change from Last Month 0.48%
Value from 1 Year Ago 36.44%
Change from 1 Year Ago 6.35%
Frequency Monthly
Unit Percent
Adjustment N/A
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Historical Data

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Date Value
January 31, 2025 38.75%
December 31, 2024 38.57%
November 30, 2024 37.16%
October 31, 2024 38.03%
September 30, 2024 39.44%
August 31, 2024 38.13%
July 31, 2024 36.38%
June 30, 2024 35.91%
May 31, 2024 36.80%
April 30, 2024 38.54%
March 31, 2024 38.89%
February 29, 2024 37.25%
January 31, 2024 36.44%
December 31, 2023 35.70%
November 30, 2023 34.90%
October 31, 2023 34.84%
September 30, 2023 35.27%
August 31, 2023 35.56%
July 31, 2023 34.84%
May 31, 2023 31.63%
April 30, 2023 33.89%
March 31, 2023 33.86%
February 28, 2023 34.34%
January 31, 2023 33.39%
December 31, 2022 32.19%
Date Value
November 30, 2022 31.97%
October 31, 2022 31.58%
September 30, 2022 33.50%
August 31, 2022 34.08%
July 31, 2022 32.90%
June 30, 2022 33.97%
May 31, 2022 35.92%
April 30, 2022 36.55%
March 31, 2022 36.98%
February 28, 2022 37.73%
January 31, 2022 36.80%
December 31, 2021 37.32%
November 30, 2021 38.19%
October 31, 2021 38.57%
September 30, 2021 38.51%
August 31, 2021 38.85%
July 31, 2021 38.78%
June 30, 2021 39.03%
May 31, 2021 39.13%
April 30, 2021 38.81%
March 31, 2021 39.21%
February 28, 2021 38.75%
January 31, 2021 39.12%
December 31, 2020 37.43%
November 30, 2020 35.36%

Basic Info

AAII Stock Fund Allocation is at 38.75%, compared to 38.57% last month and 36.44% last year. This is higher than the long term average of 31.24%.

Stats

Last Value 38.75%
Latest Period Jan 2025
Last Updated Feb 3 2025, 14:22 EST
Next Release May 1 2025, 12:00 EDT (E)
Long Term Average 31.24%
Average Growth Rate 7.79%
Value from Last Month 38.57%
Change from Last Month 0.48%
Value from 1 Year Ago 36.44%
Change from 1 Year Ago 6.35%
Frequency Monthly
Unit Percent
Adjustment N/A
Download Source File Upgrade
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