Split of your net worth
Since a lot of folks have been discussing about holding different assets in their portfolio, what does one feel is a healthy split. I can go in first
Cash/Cash equivalents : 0.4% FD/Debt Mutual Funds : 9.2% Stocks : 33% (mix of public traded ESOPs and those purchased by me in the market) Equity Mutual funds : 22% RE : 30% (includes the house I live in) Pension : 5.4%
Would love to know how others are stacked.
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I don't know about others, but I feel I have a healthy split. Share your thoughts if you disagree.
RE- 26%
MF- 30%
Stocks- 24%
Gold- 8%
FD- 5%
Crypto, EPF, bonds - 7%
There is around 0.25% in my bank account, I have not included it.
100% Equity. (10% Direct . 90% MF)
40% RE 35% bonds+Fixed income instruments 20% equity 5% gold and alt investments
0÷0 is 0.
MF 30.36% Stocks 29.14% NPS 5.96% Crypto 16.29% PPF 10.42% Other Liquid 7.84%
100% Equity (95% Stock, 5% MF's). It wasn't always this way and I had some Debt, Gold and don't own a home. I have stocks that I have held for over 8 years
I would believe you will need to rebalance constantly. The split is not constant