Invest Smart

Is Your House Part of Your Asset Allocation? I Call Myself a 100% Stock Investor and Own Two Houses

I hold 100% stocks, have never owned a bond, and own two houses I had never once put on the same page as the portfolio. The euro-area main residence is 47% of household assets. Here is what the real mix says, why it argues for more equities and not fewer, and the paper that says I am wrong.

Sep 21, 202618 min readDennis Vymer