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%.

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

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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%.

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