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Old 10-14-2006, 01:57 AM
Chris Cowles
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Default Re: Pls help Asset Allocation Question

I think you would be better served asking the question in
misc.invest.financial-plan, a moderated forum. No matter where you ask it,
the answers you get will be opinion. There is no single correct answer.
--
Chris Cowles
Gainesville, FL



<avacohen100[at]yahoo.com> wrote in message
news:1160777313.467890.195370[at]k70g2000cwa.googlegroups.com...
- quote -

> My brother is 51 years and his wife is 46 yrs old.
> He is thinking of buying a home.
> He is not sure of how much of his total wealth / net worth should be in
> Stocks
> and Real estate
> Someone told him that cash and bonds aside,
> real estate and Stocks ( incl stock mutual funds) should be approx 50%
> each
> Since both stocks ( incl stock mutual funds) and real estate are more
> volatile, he was told to split that portion of his net wealth.. 50%
> each.
> Pls let me know if this is generally speaking, approximately
> correct...because I know it is difficult to be absolutely correct in
> these things with so many variables.
> Thanks
> Ava



  #-1  
Old 10-13-2006, 11:08 PM
avacohen100@yahoo.com
Guest
 
Posts: n/a
Default Pls help Asset Allocation Question


My brother is 51 years and his wife is 46 yrs old.

He is thinking of buying a home.
He is not sure of how much of his total wealth / net worth should be in

Stocks
and Real estate

Someone told him that cash and bonds aside,
real estate and Stocks ( incl stock mutual funds) should be approx 50%
each

Since both stocks ( incl stock mutual funds) and real estate are more
volatile, he was told to split that portion of his net wealth.. 50%
each.

Pls let me know if this is generally speaking, approximately
correct...because I know it is difficult to be absolutely correct in
these things with so many variables.


Thanks
Ava

 

Tags
allocation, asset, pls, question
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