Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

Strategists’ Recommended Allocations for Stocks, Bonds, Cash

Don't Miss Out —
Follow us on:

Nov. 21 (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               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
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.

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

Please upgrade your Browser

Your browser is out-of-date. Please download one of these excellent browsers:

Chrome, Firefox, Safari, Opera or Internet Explorer.