There has been a lot of talk of Asset Allocation around the blog world so I thought I’d join in. Based on my current portfolio, here is my asset mix of my investments (not including savings and pension):

Total Portfolio: $184,773 (obtained from my May Net Worth Statement)

  • Cash: $32,000 (17.3%)
  • Bonds: $3,870 (2.1%)
  • Equities: $59,080 (32%)
  • Real Estate (equity): $89,823 (48.6%)

I knew that real estate made up a significant portion of my portfolio, but I didn’t realize that it made up close to half!

If I take real estate out of the equation, here is what my asset allocation looks like:

Portfolio: $94,950

  • Cash: 33.7%
  • Bonds: 4.1%
  • Equities: 62.2%

I am holding a significant amount of cash because of two reasons:

  1. I expect a pullback in the markets
  2. I plan on withdrawing from my non-registered portfolios for larger down payment on my next home.

That’s all for now! Cheers!

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