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Personal Investments • Re: Allocating For Two Paid Off Homes

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I would discount the value of homes by about 20% (to account for transaction costs), and then consider the resulting value to be my bond holding.
Interesting approach. I can kind of see doing something like that.
Not really sure if 20% would be the correct discount amount.
Certainly they are way less liquid than any bond holdings...
I took 20% as 6% transaction costs + 2% real estate taxes that traditionally seller pays when selling home in NJ , and the 13% losses that BND experienced in 2022. That is actually 21% but we aren't / I am not really getting the accuracy down to the penny.
That seems like a pretty rational approach for attempting to quantify them as assets.
But I'm still having difficulty seeing them fitting very well into the "bond/cash" category.
The main stickler seems to be the "all or nothing" nature if ever needing to sell them.
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Statistics: Posted by micron — Sat Apr 27, 2024 10:40 pm



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