Wall Street thinks you don't own enough stock. Not "you," specifically, but investors as a collective are viewed as too lightly exposed to equities given the S & P 500 is three years into a bull market and is back to within 1% of its all-time peak from a month ago. Deutsche Bank's comprehensive investor positioning gauge is hovering around neutral. John Flood, head of Americas equities sales trading at Goldman Sachs, says: "Our sentiment indicator has spent most of the year in negative territory reflecting relatively conservative institutional investor positioning. The wall of worry has been extremely high this year and remains omnipresent (this is a bullish signal)." The reason to note such assessments is that we've entered the season when "flow-of-funds" trends and the mechanical maneuve

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