Bloomberg News

Strategists’ Recommended Allocations for Stocks, Bonds, Cash

February 27, 2012

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  62.0%           31.0%           4.0%
Deutsche Bank -c
JPMorgan             60.0%           25.0%          15.0%
Oppenheimer          65.0%           30.0%           5.0%
UBS -d               50.0%           33.5%           1.0%
Mean                 57.0%           31.3%           5.6%
Median               60.0%           31.0%           4.0%
High                 65.0%           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. David Bianco, who joined Deutsche Bank in February,
hasn’t given recommendations yet.
      d. UBS also recommends investing 6.5 percent in
commodities, 7 percent in real estate and 2 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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