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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% 33.5% 2.5%
---------------------------------------------------------
Mean 55.3% 31.4% 6.1%
Median 55.0% 31.8% 3.5%
High 63.0% 37.0% 15.0%
Low 48.0% 25.0% 2.5%
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, 5.5 percent in real estate and 2 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