Percentage of Net Worth in Equities

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kmn99
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Joined: Mon Dec 03, 2018 6:09 pm

Percentage of Net Worth in Equities

Post by kmn99 »

I have 75% of my net worth in equities. How about you guys?
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mrspock
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Re: Percentage of Net Worth in Equities

Post by mrspock »

50% for me, bonds and real estate for the rest.
2Birds1Stone
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Re: Percentage of Net Worth in Equities

Post by 2Birds1Stone »

50% Stocks, rest is in bonds, CD's, and PM.
CryingHawaiian
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Re: Percentage of Net Worth in Equities

Post by CryingHawaiian »

I’m at around 80% right now which is what I wanted my AA to be at the beginning of this year.

At the beginning of October I think I was up to 90%. Bear market is doing me a favor by instantly dropping me down to my desired AA.

I think I’m learning a lesson but I wish it wasn’t such an expensive one. Three years of after tax gross income down the drain
You get what you get and you don’t get upset
GoldenFinch
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Re: Percentage of Net Worth in Equities

Post by GoldenFinch »

80/20 equity/bond + real estate and no debt.

50% of net worth in equities, 50% in bonds and real estate.
ge1
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Re: Percentage of Net Worth in Equities

Post by ge1 »

20% Real Estate
45% Bonds & Cash
35% Equities
ignition
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Re: Percentage of Net Worth in Equities

Post by ignition »

99% equities/1% cash
abner kravitz
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Re: Percentage of Net Worth in Equities

Post by abner kravitz »

57% and falling...
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privatefarmer
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Re: Percentage of Net Worth in Equities

Post by privatefarmer »

~200% in stocks if you consider mortgage as leverage. Otherwise 100% stocks.
hdas
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Post by hdas »

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Last edited by hdas on Wed Jan 29, 2020 1:25 pm, edited 1 time in total.
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BoglePaul
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Re: Percentage of Net Worth in Equities

Post by BoglePaul »

50% (Muni / Bonds) / 50% Equities (Domestic + International)
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Ice-9
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Re: Percentage of Net Worth in Equities

Post by Ice-9 »

My target allocation in my investment portfolio is 70% equities, but I had never thought to calculate percent of net worth before.

The equity portion of my portfolio is a bit over 50% of my net worth right now.
jayoco
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Re: Percentage of Net Worth in Equities

Post by jayoco »

30% equities (1/3 in USA)
5% REITs
60% Bonds
5% gold
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nativenewenglander
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Re: Percentage of Net Worth in Equities

Post by nativenewenglander »

I'm 100% Wellesley Income Fund, so 30-50% equities the balance bonds. I have 10% cash which is in SCHO a 1-3 year treasury fund for any needed short term cash, which I never need.
Pigeye Brewster
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Re: Percentage of Net Worth in Equities

Post by Pigeye Brewster »

Investments:
Equities 59% Fixed-income 25% Cash 16%

Net Worth:
Equities 56% Fixed-income 23% Cash 16%

Age is late 50s.
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willthrill81
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Re: Percentage of Net Worth in Equities

Post by willthrill81 »

Right now, about 45%. Most of the rest is home equity, which is steadily rising as we pay off our mortgage and our home appreciates (10% per year for the last four years).
The Sensible Steward
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AerialWombat
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Re: Percentage of Net Worth in Equities

Post by AerialWombat »

15% equities, 35% bonds, 50% rental properties.
This post is a work of fiction. Any similarity to real financial advice is purely coincidental.
GCD
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Re: Percentage of Net Worth in Equities

Post by GCD »

68.6%

Bearing in mind that covers my fairly accurate net worth. Per the many other silly threads on here, you'd best define net worth for all the BH that are too befuddled to understand that net worth = assets minus liabilities. Some people won't count their house in their net worth, let alone other items.

I had a government job where I had a somewhat specialized security clearance and had to provide a net worth assessment every year that required me to itemize every item or groups of items over $5,000. So if your beer can collection collectively broke $5,000 they wanted to know about it. Consequently my net worth is pretty specific. I would argue that is unnecessary for most purposes, but the basic NW=A-L is indisputable.

This is probably one of the last net worth threads I will post in. [OT comment removed by admin LadyGeek]
sambb
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Re: Percentage of Net Worth in Equities

Post by sambb »

GCD wrote: Sat Dec 22, 2018 5:42 pm 68.6%

Bearing in mind that covers my fairly accurate net worth. Per the many other silly threads on here, you'd best define net worth for all the BH that are too befuddled to understand that net worth = assets minus liabilities. Some people won't count their house in their net worth, let alone other items.

I had a government job where I had a somewhat specialized security clearance and had to provide a net worth assessment every year that required me to itemize every item or groups of items over $5,000. So if your beer can collection collectively broke $5,000 they wanted to know about it. Consequently my net worth is pretty specific. I would argue that is unnecessary for most purposes, but the basic NW=A-L is indisputable.

This is probably one of the last net worth threads I will post in. [OT comment removed by admin LadyGeek]
Agree. Net worth is assets minus liabilities. Very strange that others define it differently. Any asset can be sold it doesn’t matter if you live in the asset or drive the asset. One could talk about investments instead of desires.

I’m 60 percent equities.
DrGoogle2017
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Re: Percentage of Net Worth in Equities

Post by DrGoogle2017 »

No more than 25-35%, rough estimate.
hulburt1
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Re: Percentage of Net Worth in Equities

Post by hulburt1 »

65----95% stock 5% cash which is 2 years of living. Will take SS when I'm 70 or feel like I've lost to much in stock. 45 years investing no bonds.
Pelerus
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Re: Percentage of Net Worth in Equities

Post by Pelerus »

6.5% not including hedges. Hedges included, direct equity exposure is zero or slightly negative currently. However there are other assets with positive correlation to equities in the portfolio, namely certain debt instruments. Those assets are also hedged, but not fully.
UpperNwGuy
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Re: Percentage of Net Worth in Equities

Post by UpperNwGuy »

What is the correct answer to this question?
J295
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Re: Percentage of Net Worth in Equities

Post by J295 »

59 yo retired couple with allocation of investments at 50% equities. We own our home so equities are 41% of net worth. No pension.
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