Annual Portfolio Review 2016

Annual Portfolio Review 2016

2 Responses

  1. Stuart says:

    I wouldn’t worry about London property prices. You know the situation all too well – excess demand and limited supply. It would be interesting to know if the property investment(s) mentioned in your portfolio is your own home or other rental property investments. I never include my own home (fully paid for and mortgage free) when assessing my portfolio because I will always need somewhere to live and therefore cannot sell it and use the money for other purposes.

    • Mike Rawson Mike Rawson says:

      Three properties (two and a half, really). One is my house.

      It’s a major part of my wealth (more than 25%) so has to be included – there are plenty of nice places I could move to and free up 80% or more of that value.

      And I need to include them so as to get my asset allocation analysis right. I capitalise pensions for the same reason.

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Annual Portfolio Review 2016

by Mike Rawson time to read: 4 min
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