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Created with Highcharts 11.1.0Jul '24Oct '24Jan '25Apr '2570.00%64.30%

Basic Info

AAII Total Stock Allocation is at 64.30%, compared to 64.10% last month and 70.39% last year. This is higher than the long term average of 61.96%.

Stats

Last Value 64.30%
Latest Period May 2025
Last Updated Jun 3 2025, 09:44 EDT
Long Term Average 61.96%
Average Growth Rate 2.68%
Value from Last Month 64.10%
Change from Last Month 0.31%
Value from 1 Year Ago 70.39%
Change from 1 Year Ago -8.66%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Stock Fund Allocation + AAII Individual Stock Allocation

Historical Data

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Date Value
May 31, 2025 64.30%
April 30, 2025 64.10%
March 31, 2025 66.10%
February 28, 2025 68.00%
January 31, 2025 69.14%
December 31, 2024 69.80%
November 30, 2024 68.66%
October 31, 2024 68.94%
September 30, 2024 68.74%
August 31, 2024 68.80%
July 31, 2024 70.15%
June 30, 2024 70.49%
May 31, 2024 70.39%
April 30, 2024 69.44%
March 31, 2024 69.33%
February 29, 2024 67.81%
January 31, 2024 66.90%
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%
Date Value
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%
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%

Basic Info

AAII Total Stock Allocation is at 64.30%, compared to 64.10% last month and 70.39% last year. This is higher than the long term average of 61.96%.

Stats

Last Value 64.30%
Latest Period May 2025
Last Updated Jun 3 2025, 09:44 EDT
Long Term Average 61.96%
Average Growth Rate 2.68%
Value from Last Month 64.10%
Change from Last Month 0.31%
Value from 1 Year Ago 70.39%
Change from 1 Year Ago -8.66%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Stock Fund Allocation + AAII Individual Stock Allocation
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