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Asset Allocation
#1
Working on getting a poll up.

   

What is your portfolio allocation considering the world today (elections, ISIS, BREXIT, oil, low/negative interest rates, etc...)?

Cheers,

Rob
There are people who use up their entire lives making money so they can enjoy the lives they have entirely used up
Frederick Buechner
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#2
I'm 100% stocks. Though if I was in retirement, I might have a little more allocated to bonds. Also if bonds or CDs were paying better, I would have some allocated to them today.
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#3
Roughly:

40% real estate (investment)
40% stocks
10% cash
10% bonds
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#4
Good question.

Wife: Assets = 97% stocks, 3% cash. Income = 99.99992% stocks, 0.00008% money market.
Me: Assets = 99.9% stocks, 0.1% cash. Income = 100% stocks, infinitesimal from money market.
=====
How do they get the deer to cross at that yellow road sign?

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#5
(06-14-2016, 12:39 PM)Robandcindy2 Wrote: What is your portfolio allocation considering the world today (elections, ISIS, BREXIT, oil, low/negative interest rates, etc...)?

100% stocks except for dividends that accrue and new cash pooling for the next purchase.
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#6
No one considers real estate as an investment?
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#7
I don't consider my primary residence as an investment. Though when I owned a rent house, I did consider it in my asset allocation. No current rent houses means no allocation to real estate. I will most likely get back into rentals later in life, but with two small kids, I don't want the headaches of rentals right now.
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#8
(06-14-2016, 06:17 PM)Rasec Wrote: No one considers real estate as an investment?

I do own Realty Income (O), a Real Estate Investment Trust.  Also, I've always been told that MCD is a real estate investment as opposed to a fast food investment.
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#9
(06-16-2016, 09:57 AM)DividendGarden Wrote:
(06-14-2016, 06:17 PM)Rasec Wrote: No one considers real estate as an investment?

I do own Realty Income (O), a Real Estate Investment Trust.  Also, I've always been told that MCD is a real estate investment as opposed to a fast food investment.



hahaha, funny indeed!  Big Grin
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