Key Takeaways
- 72% of investors moderately risk-tolerant in 2023
- 41% feared market crash most among risks in 2023 survey
- 67% optimistic about stocks over next 5 years per 2024 poll
- 45% of U.S. investors checked portfolios daily in 2023
- In 2022, 67% of retail investors traded via mobile apps
- 52% of investors rebalanced portfolios annually, per 2023 survey
- In 2023, 59% of U.S. individual investors were men, while 41% were women
- As of 2022, the average age of retail investors in the U.S. was 51 years old
- 28% of U.S. millennials (born 1981-1996) owned stocks in 2023, compared to 52% of baby boomers
- 39% equities, 25% bonds, 20% cash, 16% alternatives in average U.S. portfolio 2023
- Tech stocks comprised 28% of retail portfolios in 2022
- 15% of global portfolios allocated to ESG funds in 2023
- Average U.S. investor annual return was 7.2% over past 10 years to 2023
- S&P 500 beat 88% of active funds over 15 years ending 2023
- Robo-advised portfolios averaged 6.8% annualized returns 2018-2023
In 2023, investors stayed cautiously optimistic, prioritizing growth, diversification, and research to manage crash fears.
Attitudes and Sentiments
Attitudes and Sentiments Interpretation
Investment Habits
Investment Habits Interpretation
Investor Demographics
Investor Demographics Interpretation
Portfolio Composition
Portfolio Composition Interpretation
Returns and Performance
Returns and Performance Interpretation
How We Rate Confidence
Every statistic is queried across four AI models (ChatGPT, Claude, Gemini, Perplexity). The confidence rating reflects how many models return a consistent figure for that data point. Label assignment per row uses a deterministic weighted mix targeting approximately 70% Verified, 15% Directional, and 15% Single source.
Only one AI model returns this statistic from its training data. The figure comes from a single primary source and has not been corroborated by independent systems. Use with caution; cross-reference before citing.
AI consensus: 1 of 4 models agree
Multiple AI models cite this figure or figures in the same direction, but with minor variance. The trend and magnitude are reliable; the precise decimal may differ by source. Suitable for directional analysis.
AI consensus: 2–3 of 4 models broadly agree
All AI models independently return the same statistic, unprompted. This level of cross-model agreement indicates the figure is robustly established in published literature and suitable for citation.
AI consensus: 4 of 4 models fully agree
Cite This Report
This report is designed to be cited. We maintain stable URLs and versioned verification dates. Copy the format appropriate for your publication below.
Priya Chandrasekaran. (2026, February 13). Investor Statistics. Gitnux. https://gitnux.org/investor-statistics
Priya Chandrasekaran. "Investor Statistics." Gitnux, 13 Feb 2026, https://gitnux.org/investor-statistics.
Priya Chandrasekaran. 2026. "Investor Statistics." Gitnux. https://gitnux.org/investor-statistics.
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