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Strategists’ Recommended Allocations for Stocks, Bonds, Cash

April 10 (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   48.0%           37.0%           3.0%
Bank of Montreal -b  63.0%           30.0%           4.0%
Deutsche Bank -c
JPMorgan             60.0%           25.0%          15.0%
Oppenheimer -d
UBS -e               50.0%           34.5%           1.0%
Mean                 55.3%           31.6%           5.8%
Median               55.0%           32.3%           3.5%
High                 63.0%           37.0%          15.0%
Low                  48.0%           25.0%           1.0%

      a. Bank of America also recommends investing 12 percent in
      b. BMO also recommends investing 3 percent in alternative
      c. Deutsche Bank currently does not have recommendations.
      d. Oppenheimer currently does not have recommendations.
      e. UBS also recommends investing 6.5 percent in
commodities, 7 percent in real estate and 1 percent in

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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