A sampling of recommended asset weightings from Wall Street firms. Assets are broken down into stocks, bonds and "cash"-- or short-term liquid securities--and the weightings are listed in descending order of stock percentage:
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Strategist Company Stock Bonds Cash Jeffrey Applegate Lehman Bros. 80% 20 0 Thomas Galvin Donaldson Lufkin & Jenrette 75 20 5 Don Hays Wheat First Union 70 30 0 Abby Joseph Cohen* Goldman Sachs 70 27 0 Ray Worseck A.G. Edwards 70 25 5 Peter Canelo Morgan Stanley Dean Witter 70 20 10 Greg Smith* Prudential Securities 70 20 5 Ed Kerschner PaineWebber 61 23 16 Liz Mackay Bear Stearns 60 35 5 Christine Callies Credit Suisse First Boston 60 30 10 Douglas Cliggott J.P. Morgan 60 25 15 Committee Salomon Smith Barney 55 40 5 Gail Dudack Warburg Dillon Read 45 30 25 Charles Clough Merrill Lynch 40 55 5 Average** 63 29% 9%
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* Goldman Sachs also suggests placing 3% of assets in commodities. Prudential Securities also recommends placing 5% of assets in real estate investments, including REITs--real estate investment trusts--and shares of development companies.
** Totals do not equal 100 percent because of rounding.
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Expectations for the Dow
