Your ratio of shares to property investments

Discussion in 'Investment Strategy' started by Gockie, 18th May, 2017.

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Ratio of $$ invested in property vs. shares. Include super.

  1. 100% property

  2. 89% property, 11% shares

  3. 78:22

  4. 67:33

  5. 55:45

  6. 45:55

  7. 33:67

  8. 22:78

  9. 11:89

  10. 100% shares

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  1. Gockie

    Gockie Life is good ☺️ Premium Member

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    Total investment ratio of dollars invested in property vs. shares. Include borrowed funds as appropriate. Include super. Choose the option that matches your ratio the best.
     
    Gockie, 18th May, 2017
    #1
  2. The Y-man

    The Y-man Moderator Staff Member

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    From an equity (net of loans) position 61% residential prop to 39% shares (including REIT, ETF, etc)

    From a gross (including loans) position 76% resi prop to 24% shares (including REIT, ETF, etc)

    The Y-man
     
    The Y-man, 19th May, 2017
    #2
  3. Gockie

    Gockie Life is good ☺️ Premium Member

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    Me... i'm still very skewed to property (if including my share of the PPOR). 5% shares. Take the PPOR out and it's still only about 7% shares... Hmmm.
    Perhaps I need to do it again net of loans!
     
    Gockie, 19th May, 2017
    #3
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  4. Greyghost

    Greyghost Well-Known Member

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    Well 100% isn't accurate if I take into account my industry super fund.. but personally 99% property based.
     
    Greyghost, 19th May, 2017
    #4
  5. Lizzie

    Lizzie Well-Known Member

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    Today - 95% property, 5% cash ... cashed the shares in to buy the property a few years back, now waiting for the cash buffer to build up and will buy back into shares ... although nothing much is catching my attention atm
     
    Lizzie, 19th May, 2017
    #5
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  6. Gockie

    Gockie Life is good ☺️ Premium Member

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    What are you looking for in shares?
     
    Gockie, 19th May, 2017
    #6
  7. Lizzie

    Lizzie Well-Known Member

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    Growth and dividend reinvestment in quality companies. At the moment they seem to be bouncing around all over the place with both.
     
    Lizzie, 19th May, 2017
    #7
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  8. The Y-man

    The Y-man Moderator Staff Member

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    Surely you have shares in your own garlic biz (or not set up as ACN?)

    The Y-man
     
    The Y-man, 19th May, 2017
    #8
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  9. jins13

    jins13 Well-Known Member

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    My bank shares have def taken a hit at the moment but still believe they are good quality shares. I want to get more involved in shares and will just let time do the work. I'm not that intelligent to accurately time the market for high risk shares. I prefer the ones that grows over time. Boring but that's my style.
     
    jins13, 19th May, 2017
    #9
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  10. The Y-man

    The Y-man Moderator Staff Member

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    IMHO no one is.

    The Y-man
     
    The Y-man, 21st May, 2017
    #10
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