Asset Allocation Net Worth

According to jlcollinsnh we can totally add our home equity into our net worth asset allocation overview. So, I’ve been playing around with our asset allocation based on the numbers by the first of November 2013. The equity in our home is based on what we already paid off, so I am not working with whatever our house should be worth right now.

These are the numbers:

Cash: 21%
Home equity: 74%
Investments 5%

Obviously, I’ll need to create an overview of our asset allocation in terms of investments only as well. This is our net worth asset allocation, not our investment portfolio asset allocation. I’ll do that on 1 December. However, this overview shows (again) that we have too much ‘stash laying around and we should invest a huge chunk of it.

What does your net worth asset allocation look like?


Mrs EconoWiser


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