Bespoke Investment Group
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Below we highlight the consensus recommended allocation to stocks from US strategists (as compiled by Bloomberg). Currently, the consensus says investors should have 58.6% of their portfolios in stocks. As shown in the chart, recommended stock allocation has been in a downtrend since late 2001, but it did see a pickup in late 2006/early 2007 just before the markets topped out.
When the credit crisis hit, recommended stock allocation fell sharply. With the price of the S&P 500 included in the chart, you don't need us to tell you the usefulness (or lack thereof) of these recommendations.
click to enlarge
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