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Updated about 10 years ago on . Most recent reply

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James Park
  • Real Estate Broker
  • Johns Creek, GA
664
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870
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What is your asset allocation between Real Estate, Stock and Cash on hand?

James Park
  • Real Estate Broker
  • Johns Creek, GA
Posted

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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386
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Mike Landry
  • Investor
  • Montgomery, TX
151
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386
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Mike Landry
  • Investor
  • Montgomery, TX
Replied

oh fun

I'm about 

50% stocks (retirement, kids college)

40% real estate (primary residence and 3 investment properties)

10% cash

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