Household Equity Allocation

ownership_flow

Corporate equities as a share of household financial assets, back to 1945. FRED publishes this as a percent already, so no ratio needs building. Historically one of the better decade-ahead return predictors and useless tactically -- it is the context frame, not a signal.

Ranked against its own past, with what the S&P 500 did after earlier extremes.

All sentiment and positioning gauges