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Strategists’ Recommended Allocations for Stocks, Bonds, Cash

The table gives recommendations for how much of their assets investors should have in stocks, bonds and cash from strategists at brokerages.

Firm                Stocks          Bonds          Cash
Bank of America -a   52.0%           34.0%           4.0%
Bank of Montreal -b  62.0%           33.0%           2.0%
Deutsche Bank        75.0%           20.0%           5.0%
JPMorgan             60.0%           25.0%          15.0%
Oppenheimer          65.0%           30.0%           5.0%
UBS -c               45.0%           39.0%           5.0%
Mean                 59.8%           30.2%           6.0%
Median               61.0%           31.5%           5.0%
High                 75.0%           39.0%          15.0%
Low                  45.0%           20.0%           2.0%

     a. Bank of America also recommends investing 10 percent in
     b. BMO also recommends investing 3 percent in alternative
     c. UBS also recommends investing 6 percent in commodities,
5 percent in real estate.

To contact the reporter on this story: Inyoung Hwang in New York at

To contact the editor responsible for this story: Nick Baker at

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