 |
昨日, CIBC WORLD MARKET推出更新的 " 加拿大投資組合策略報告", 其要點如下:
1. 提升2007年度TSX 綜合指數到:15000, 年度增長:18.5%;
2. 調整STOCK/BOND/CASH的比例結構:
hmarkchg vs | ASSET 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% |
完整的報告見連接:
http://research.cibcwm.com/economic_public/download/psmay07.pdf
|
|
|
