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

Re: Pls help Asset Allocation Question by Chris

Chris
Fri Oct 13 19:57:21 CDT 2006

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@yahoo.com> wrote in message
news:1160777313.467890.195370@k70g2000cwa.googlegroups.com...
>
> 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
>