In The Market?
In The Market?
I'm curious what percentage of peoples investments - as opposed to primary residence are currently invested in the stock market?
Personally, I'm about 75% in stock funds, 10% gold and 15% bonds.
Personally, I'm about 75% in stock funds, 10% gold and 15% bonds.
Re: In The Market?
100% cash still. Aware I should change this, but I’m not there yet
Re: In The Market?
90% stocks, 5% cash, 5% bonds.
Re: In The Market?
48% stocks, 40% rental properties, 9% bonds, 3% cash
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Re: In The Market?
I'm not sure at the moment. Throughout 2020 I've been in the 45-60% range when I've checked, so probably somewhere in there.
Re: In The Market?
45% cash, 9% gold, 3% silver, 43% equities.
Re: In The Market?
79% stocks, 14% cash, 7% real estate (not primary)
Will likely sell off 3-5% of stocks into cash given the recent surge as I think there will be better opportunities to buy lower in the next 6-9 months.
Will likely sell off 3-5% of stocks into cash given the recent surge as I think there will be better opportunities to buy lower in the next 6-9 months.
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Re: In The Market?
Interesting that we're all over the place.
13% cash, 12% residence, 19% bonds, 19% real estate, 36% stocks
(I'm not trading based on asset allocation. Until I did this little exercise, I had no idea what mine was.)
13% cash, 12% residence, 19% bonds, 19% real estate, 36% stocks
(I'm not trading based on asset allocation. Until I did this little exercise, I had no idea what mine was.)
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Re: In The Market?
Ignoring our primary residence: about 30% cash, 20% bonds, 7% silver, 15% private stock, 28% public stock/REIT.
Re: In The Market?
Ignoring the family home: about 27% cash, 3% bonds, 23% stocks, 2% commodities, 45% rental properties.
Re: In The Market?
@jacob et all, when you say real estate, do you mean publicly traded REITs, or properties you own/rent directly? My stocks allocation includes ~8% (of total assets) of individual REITs.
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Re: In The Market?
We don't own a home.....41% stocks, 40% bonds/CDs, 15% cash, 4% Ag/Au
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Re: In The Market?
@slsdly - REITs for me.
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Re: In The Market?
12% cash, 88% public equity on just examining my account. Don't own a house.
Bought significant amounts of VTI a little
before and near recent bottom..that portion of portfolio is up 34%.
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Bought significant amounts of VTI a little
before and near recent bottom..that portion of portfolio is up 34%.
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Re: In The Market?
122% gold/silver/mining stocks, 33% real estate, 7% SPY puts, 11% cash
Re: In The Market?
@freedom_2018
Public equity meaning stocks on the stock markets?
Public equity meaning stocks on the stock markets?
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Re: In The Market?
@Nomad
Index funds and some individual stocks from employment days and some remnants of unfortunate purchases being phased out.
Index funds and some individual stocks from employment days and some remnants of unfortunate purchases being phased out.
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Re: In The Market?
Also contemplating a VC fund started by Alma Mater but not sure how I feel about someone else managing my money....I guess Berkshire investment is trusting Uncle Warren & Charlie's judgement (and soon to be one or both Todds) but VC investment would be a totally different kettle of fish as far as type of businesses they will invest in...also access to my money as an when I like.
Re: In The Market?
Ah, should have clarified that my “stocks” is really public equities - i.e includes some REITs, ETFs, and mutual funds. Also includes taxable and (traditional) retirement accounts. The real estate is a rental property.
Curious to those of you holding bonds - what type of bonds? Investment/non-investment grade corporates? Or T-bills? Do you just hold for the (very low?) coupon or trade in/out on valuation?
The credit markets look better than equity markets in certain sectors but I’ve never actually invested in them.
Curious to those of you holding bonds - what type of bonds? Investment/non-investment grade corporates? Or T-bills? Do you just hold for the (very low?) coupon or trade in/out on valuation?
The credit markets look better than equity markets in certain sectors but I’ve never actually invested in them.