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Updated almost 10 years ago on . Most recent reply
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What is your asset allocation between Real Estate, Stock and Cash on hand?
Curious to see how everyone is allocated between Real Estate, Stocks, and Cash, and cash in hand / debt ratio in 2015.
No one needs to share their actual numbers, unless you want to, but just percentages.
For example, if your networth is $10,000
1) Your equity in real estate is $4000
2) Your stocks holdings (401k, IRA etc) is $3000
3) Your cash on hand is $3000
4) Your total mortgage debt (primary & rental properties) is $10,000
Real Estate would be 40%, Stocks would be 30% Cash on hand would be 30%, and cash to debt ratio would be 30%
Most Popular Reply
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oh fun
I'm about
50% stocks (retirement, kids college)
40% real estate (primary residence and 3 investment properties)
10% cash