Investor Optimism Not Yet Translating to Portfolio Action

As optimistic as they are, the majority of investors are still reluctant to add portfolio risk.

56%: Investors who are optimistic about market performance over the next 6 months

Slightly more than half of investors, 56%, say they are optimistic about the market's performance over the next six months according to the recent BlackRock Investor Watch™ Survey. When looking more long term, 24 months out, they are slightly more optimistic, 62%, about the market's prospects. However, as optimistic as they are, the majority of investors are still reluctant to add portfolio risk. 56% indicated that they are staying in a holdin pattern, and about 3 in 10 reported that they are taking on less risk. It seems only a small percentage of investors are moving on from the sidelines: just 14% of investors are actively moving assets into a new allocation strategy.

Source: BlackRock Investor Watch™, Fall 2012


Prepared by BlackRock

Delivered courtesy Joel W. Grams, CRPC®, CLTC,

Registered Representative, Financial Planner, 212 Capital Group

38 Main Street Suite 360, Westlake Ohio 44145

(440) 835-4501 Ext 17, jgrams@212capitalgroup.com

The foregoing discussion is general in nature and not intended as specific advice.
New England Financial nor its representatives are engaged in rendering tax,
accounting or legal advice. A qualified professional should be consulted regarding the effect of such considerations on the matters covered in this publication.New England Financial is the registered mark for New England Life Insurance Company (NELICO) Boston, MA 02116. Securities and investment advisory services offered through New England Securities, Corp. (NES)(member FINRA/SIPC) a Registered Investment Advisor.

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