I think gradually exposure to equities as percentage of overall portfolio can be increased. You plan to buy a house in probably next 7-8 years which will again skew your asset allocation as real estate heavy, like most of us….but as one of you major goal is retiring early….that would need greater asset allocation to equity and also lot of hard work in understanding yourself as investor. The sooner you get that clarity the better….
1.8% allocation to one stock of overall portfolio is nothing.
I would suggest to complicate things little less, you can remove your real estate land from overall allocation as you currently do not own a home and you can consider it as proxy home. That ways the rest liquid portfolio would present you with allocation percentage of that part of your portfolio which will compete with other relatively more liquid financial assets.
Above thoughts are only for learning purposes and I can be wrong in all my assessments.
Subscribe To Our Free Newsletter |