AAII Total Stock Allocation (I:AAIITSA)
69.33% for Mar 2024
Level Chart
Basic Info
AAII Total Stock Allocation is at 69.33%, compared to 67.81% last month and 64.71% last year. This is higher than the long term average of 61.75%. |
Report | AAII Asset Allocation Survey |
Category | Market Indices and Statistics |
Stats
Last Value | 69.33% |
Latest Period | Mar 2024 |
Last Updated | Apr 1 2024, 10:07 EDT |
Long Term Average | 61.75% |
Average Growth Rate | 2.97% |
Value from Last Month | 67.81% |
Change from Last Month | 2.24% |
Value from 1 Year Ago | 64.71% |
Change from 1 Year Ago | 7.14% |
Frequency | Monthly |
Unit | Percent |
Adjustment | N/A |
Formula | AAII Stock Fund Allocation + AAII Individual Stock Allocation |
Historical Data
Date | Value |
---|---|
March 31, 2024 | 69.33% |
February 29, 2024 | 67.81% |
January 31, 2024 | 66.97% |
December 31, 2023 | 66.38% |
November 30, 2023 | 64.64% |
October 31, 2023 | 64.42% |
September 30, 2023 | 65.94% |
August 31, 2023 | 67.13% |
July 31, 2023 | 67.03% |
May 31, 2023 | 65.19% |
April 30, 2023 | 64.32% |
March 31, 2023 | 64.71% |
February 28, 2023 | 65.70% |
January 31, 2023 | 65.30% |
December 31, 2022 | 63.95% |
November 30, 2022 | 62.35% |
October 31, 2022 | 61.64% |
September 30, 2022 | 63.39% |
August 31, 2022 | 64.47% |
July 31, 2022 | 64.00% |
June 30, 2022 | 64.65% |
May 31, 2022 | 67.14% |
April 30, 2022 | 69.82% |
March 31, 2022 | 68.42% |
February 28, 2022 | 68.52% |
Date | Value |
---|---|
January 31, 2022 | 69.58% |
December 31, 2021 | 70.53% |
November 30, 2021 | 71.39% |
October 31, 2021 | 70.22% |
September 30, 2021 | 70.21% |
August 31, 2021 | 71.16% |
July 31, 2021 | 71.06% |
June 30, 2021 | 71.21% |
May 31, 2021 | 70.48% |
April 30, 2021 | 70.29% |
March 31, 2021 | 69.96% |
February 28, 2021 | 67.71% |
January 31, 2021 | 67.43% |
December 31, 2020 | 67.62% |
November 30, 2020 | 63.24% |
October 31, 2020 | 65.76% |
September 30, 2020 | 63.55% |
August 31, 2020 | 64.81% |
July 31, 2020 | 62.17% |
June 30, 2020 | 63.24% |
May 31, 2020 | 60.78% |
April 30, 2020 | 57.54% |
March 31, 2020 | 55.20% |
February 29, 2020 | 66.12% |
January 31, 2020 | 67.51% |
Basic Info
AAII Total Stock Allocation is at 69.33%, compared to 67.81% last month and 64.71% last year. This is higher than the long term average of 61.75%. |
Report | AAII Asset Allocation Survey |
Category | Market Indices and Statistics |
Stats
Last Value | 69.33% |
Latest Period | Mar 2024 |
Last Updated | Apr 1 2024, 10:07 EDT |
Long Term Average | 61.75% |
Average Growth Rate | 2.97% |
Value from Last Month | 67.81% |
Change from Last Month | 2.24% |
Value from 1 Year Ago | 64.71% |
Change from 1 Year Ago | 7.14% |
Frequency | Monthly |
Unit | Percent |
Adjustment | N/A |
Formula | AAII Stock Fund Allocation + AAII Individual Stock Allocation |