Strategists’ Recommended Allocations for Stocks, Bonds, Cash
By -
Nov 21, 2011
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
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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%
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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