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What percentage of net worth allocated to stocks ?
Old 01-13-2013, 09:54 AM   #1
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What percentage of net worth allocated to stocks ?

Some of us are risk averse and keep money in CD's or money markets and are not entirely invested in the market. Am I in the minority on this ?

So my question is not what percentage of your "portfolio" is in stocks, but rather, what the percentage of your "net worth" is invested in stocks or stock funds ?

(sorry about the earlier typo)
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Old 01-13-2013, 09:56 AM   #2
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Your thread title doesn't appear to have any relation to the questions you ask in your post. What are you asking?
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Old 01-13-2013, 10:04 AM   #3
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The equity in my home, which I will likely never fully "own", is about 10% of my net worth.

My allocation is currently ~50% bonds, 35% stocks, 5% REIT, 5% CCF, and 5% cash.
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Old 01-13-2013, 10:24 AM   #4
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Zero.
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Old 01-13-2013, 10:29 AM   #5
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Thanks for pointing out my error.
I re-posted my question.
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Old 01-13-2013, 10:32 AM   #6
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I edited the title but it still displays the error .
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Old 01-13-2013, 10:34 AM   #7
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I am about 50% stocks now.
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Old 01-13-2013, 10:34 AM   #8
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Quote:
Originally Posted by Steven View Post
I edited the title but it still displays the error.
Looks correct to me.
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Old 01-13-2013, 11:22 AM   #9
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39% currently. At one time it was 60%. I rebalanced over time by adding other asset classes.
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Old 01-13-2013, 11:27 AM   #10
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Approximately 45-50%, depending on the value of my house.
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Old 01-13-2013, 11:33 AM   #11
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58% and gradually falling.
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Old 01-13-2013, 11:44 AM   #12
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2%cash
55% stock,mutuals,MLP,
16.6% fixed income
26.5% RE + reits (our RE is 1/3 lower in value as Chicago is an area with no rebound yet)
some in annuities but harder to price value as have bonus for delay in turn on
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Old 01-13-2013, 11:46 AM   #13
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70% of portfolio. About 55% of net worth when RE values are added.
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Old 01-13-2013, 11:47 AM   #14
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I am about 1/3 equities, 1/3 fixed income, 1/3 real estate.
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Old 01-13-2013, 12:21 PM   #15
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Retired 5 years. Down to 25% stock from about 50% 5 years prior to retiring. May let it creep back up a bit.
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Old 01-13-2013, 12:25 PM   #16
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Our home is about 10% of our net worth and dropping in percentage every year. Equities are about 55% of networth and will likely not go down from that value.
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Old 01-13-2013, 12:26 PM   #17
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I'm 40 and probably at least 10 years from retirement.

Our home equity is probably 5-10% of our network worth. We probably have another 5% in our emergency fund and cash that hasn't been invested yet.

The rest is entirely in equities.
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Old 01-13-2013, 12:27 PM   #18
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60% of portfolio about 38% of net worth.
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Old 01-13-2013, 12:28 PM   #19
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about 40% in equities and I'm concerned that's too low but bonds are like the Energizer bunny
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Old 01-13-2013, 12:31 PM   #20
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75% of portfolio. If home and coin collection are added, 62% to stock.
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