Monthly Investor Sentiment Index Insights Resources Our Data Pledge

Monthly Investor Sentiment Index

ISI Reading

The index is calculated as the relative share of individual investors that are net buyers of U.S. equity securities versus those that are net sellers or net neutral in a monthly time frame producing a reading between -100 and 100.  

Download October report

Download ISI time series

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ISI Activity

The activity represents the index components such that “buying” - “selling” will net to the ISI. Dotted lines represent the historical average for each component.

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October 2022

Key Observations

  • The October headline sentiment reading was bearish at -3.6.
  • Consistent with historical trend, the percentage of portfolio selling equities increased as markets rallied during the month.
  • Investors rotated into healthcare and technology and out of financial services.