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Strategists’ Recommended Allocations for Stocks, Bonds, Cash

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Nov. 14 (Bloomberg) -- 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               46.5%           39.5%           4.5%
---------------------------------------------------------
Mean                 60.1%           30.3%           5.9%
Median               61.0%           31.5%           4.8%
High                 75.0%           39.5%          15.0%
Low                  46.5%           20.0%           2.0%

     a. Bank of America also recommends investing 10 percent in
commodities.
     b. BMO also recommends investing 3 percent in alternative
investments.
     c. UBS also recommends investing 6 percent in commodities,
5 percent in real estate, -1.5% in volatility

To contact the reporter on this story: Inyoung Hwang in New York at ihwang7@bloomberg.net

To contact the editor responsible for this story: Nick Baker at nbaker7@bloomberg.net

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