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

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
commodities.
      b. BMO also recommends investing 3 percent in alternative
investments.
      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
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

Please upgrade your Browser

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

Chrome, Firefox, Safari, Opera or Internet Explorer.