SENTIMENTFLOWSPOSITIONING
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AAII SENTIMENT · ASSET ALLOCATION · SCHWAB STAX · NAAIM EXPOSURE

Sentiment, flows,
& positioning

AAII Sentiment Survey—
AAII Asset Allocation Survey—
Schwab Trading Activity Index—
NAAIM Exposure Index—

AAII SENTIMENT SURVEY

Retail investor sentiment

What direction do AAII members feel the stock market will be in the next 6 months?

Go to AAII

AAII Bulls vs. Bears

Share of survey respondents

AAII Bull-Bear Spread

% bullish minus % bearish

AAII Moving Averages

Selectable bullish and bearish averages

AAII Bull-Bear Spread Moving Averages

Selectable bull-bear spread averages

AAII Sentiment Change

Selectable percentage-point rate of change

AAII Bull-Bear Spread Change

Selectable rate of change in the spread

AAII Neutral

Share expecting a flat market

AAII ASSET ALLOCATION SURVEY

Retail investor portfolio allocation

How AAII member portfolios are allocated to stocks, bonds, and cash.

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AAII Asset Allocation

Monthly allocation by asset class

AAII Asset Allocation Change

Selectable monthly rate of change by asset class

SCHWAB TRADING ACTIVITY INDEX

Retail investor behavior

Behavior-based index that is designed to indicate the sentiment of individual investors' portfolios by measuring what investors have actually been doing, and how they were actually positioned in the markets.

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STAX

Index and selectable moving average

STAX Change

Selectable rate of change in the index

NAAIM EXPOSURE INDEX

Active investment manager exposure

The NAAIM Exposure Index represents the average exposure to US Equity markets reported by NAAIM members. It provides insight into the actual adjustments active risk managers have made to client accounts over the past two weeks.

Go to NAAIM

NAAIM Exposure Index

Index and selectable moving average

NAAIM Exposure Index Change

Selectable rate of change in the index

CHART STUDIO

Composer

Combine up to four charts into one Daily Chartbook image. Click “+ Composer” under any chart to collect it, or add charts here. Each panel keeps the range and settings it was collected with.

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MASTER ARCHIVE

Latest observations

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