1.   At present, Wheat First has the second-most aggressive stock allocation among the model portfolios of Wall Street strategists.

2.   Other profit-sharing stock allocations often take place when a venture portfolio company is sold.

3.   The modest stock allocation may change, however.

4.   These people can move a portion of their stock allocation to an asset with lower volatility, yet maintain the same level of return, said Stellmacher of Oppenheimer.

5.   Prudential Securities chief investment strategist Greg Smith also raised his suggested stock allocation.