In The Market?

[Nomad]

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.

[ertyu]

100% cash still. Aware I should change this, but I’m not there yet

[Lemur]

90% stocks, 5% cash, 5% bonds.

[wizards]

48% stocks, 40% rental properties, 9% bonds, 3% cash

[IlliniDave]

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.

[slsdly]

45% cash, 9% gold, 3% silver, 43% equities.

[take2]

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.

[Nomad]

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.

I too am thinking things are getting a little frothy.

[jacob]

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.)

[bostonimproper]

Ignoring our primary residence: about 30% cash, 20% bonds, 7% silver, 15% private stock, 28% public stock/REIT.

[niemand]

Ignoring the family home: about 27% cash, 3% bonds, 23% stocks, 2% commodities, 45% rental properties.

[slsdly]

@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.

[2Birds1Stone]

We don't own a home.....41% stocks, 40% bonds/CDs, 15% cash, 4% Ag/Au

[jacob]

@slsdly - REITs for me.

[Freedom_2018]

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%.


.

[Mister Imperceptible]

122% gold/silver/mining stocks, 33% real estate, 7% SPY puts, 11% cash

[Nomad]

@freedom_2018
Public equity meaning stocks on the stock markets?

[Freedom_2018]

@Nomad

Index funds and some individual stocks from employment days and some remnants of unfortunate purchases being phased out.

[Freedom_2018]

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.

[take2]

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.