Level Chart

Created with Highcharts 11.1.0May '24Jul '24Sep '24Nov '24Jan '2570.00%69.14%

Basic Info

AAII Total Stock Allocation is at 69.14%, compared to 69.80% last month and 66.97% last year. This is higher than the long term average of 61.93%.

Stats

Last Value 69.14%
Latest Period Jan 2025
Last Updated Feb 3 2025, 14:22 EST
Long Term Average 61.93%
Average Growth Rate 2.90%
Value from Last Month 69.80%
Change from Last Month -0.95%
Value from 1 Year Ago 66.97%
Change from 1 Year Ago 3.24%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Stock Fund Allocation + AAII Individual Stock Allocation

Historical Data

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Date Value
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 66.97%
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%
Date Value
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%
February 28, 2021 67.71%
January 31, 2021 67.43%
December 31, 2020 67.62%
November 30, 2020 63.24%

Basic Info

AAII Total Stock Allocation is at 69.14%, compared to 69.80% last month and 66.97% last year. This is higher than the long term average of 61.93%.

Stats

Last Value 69.14%
Latest Period Jan 2025
Last Updated Feb 3 2025, 14:22 EST
Long Term Average 61.93%
Average Growth Rate 2.90%
Value from Last Month 69.80%
Change from Last Month -0.95%
Value from 1 Year Ago 66.97%
Change from 1 Year Ago 3.24%
Frequency Monthly
Unit Percent
Adjustment N/A
Formula AAII Stock Fund Allocation + AAII Individual Stock Allocation
Quickflows