昨日, CIBC WORLD MARKET推出更新的 " 加拿大投资组合策略报告", 其要点如下: chg vs
1. 提升2007年度TSX 综合指数到:15000, 年度增长:18.5%;
2. 调整STOCK/BOND/CASH的比例结构:
hmarkASSET MIX (%) Benchmark (TSX) Strategy Recommendation versus Benchmark chg vs mon. ago* stocks 56% 68% +12% +2% Bonds 38% 32% -6% -2% Cash 6% 0 -6% 0 Main SECTORS (%)** Energy 27.40% 30.90% +3.5% 0.00% Financials 32% 34% +2% -2% - Banks 17.70% 18.70% +1% -2% -insurance, REIT, etc 14.30% 15.30% +1% 0.00% Materials 16.20% 19.20% +3% +1% -Gold 5.60% 6.60% +1% 0.00% -other metals 7.70% 9.70% +2% +1%
完整的报告见连接:
http://research.cibcwm.com/economic_public/download/psmay07.pdf
CIBC WORLD MARKET预测TSX在年底将达15000(年度增长:18.5%)
jim366 (2007-05-03 03:38:41) 评论 (0)昨日, CIBC WORLD MARKET推出更新的 " 加拿大投资组合策略报告", 其要点如下: chg vs
1. 提升2007年度TSX 综合指数到:15000, 年度增长:18.5%;
2. 调整STOCK/BOND/CASH的比例结构:
hmarkASSET MIX (%) Benchmark (TSX) Strategy Recommendation versus Benchmark chg vs mon. ago* stocks 56% 68% +12% +2% Bonds 38% 32% -6% -2% Cash 6% 0 -6% 0 Main SECTORS (%)** Energy 27.40% 30.90% +3.5% 0.00% Financials 32% 34% +2% -2% - Banks 17.70% 18.70% +1% -2% -insurance, REIT, etc 14.30% 15.30% +1% 0.00% Materials 16.20% 19.20% +3% +1% -Gold 5.60% 6.60% +1% 0.00% -other metals 7.70% 9.70% +2% +1%
完整的报告见连接:
http://research.cibcwm.com/economic_public/download/psmay07.pdf