A group including households, mutual funds, pension funds, and foreign investors is the most heavily allocated to stocks than at any point since the tech bubble, according to Goldman Sachs data. This puts stocks in a vulnerable position heading into next year, since many forecasts are already factoring in some very generous assumptions. If you thought the stock market's horrid October would be enough to convince traders to dump stocks, think again. In fact, recent data from Goldman Sachs actually finds the opposite.