Just over two - thirds of this group owns a house, with
an average equity stake that is a bit more than 30 % of the house price.
This compares with a homeownership rate of more than 85 % in 1989 and
an average equity stake of more than 70 %.
The average equity stake for boomers is 68.8 percent.
So
the average equity stake isn't far off, but there are some extremely equity - heavy portfolios out there.
Not exact matches
Equity crowdfunding has taken off as an investment option in the last years following the passage of the JOBS Act, allowing
average investors to get a
stake in early - stage startups.
Ben shares some ideas on options for investors who are sitting on large gains in their portfolio, with a focus on position sizing (rebalance when something gets larger than your targeted asset allocation), avoiding concentration in a single stock (specifically employer granted stocks), the benefits of diversification, and «reverse dollar cost
averaging», whereby you gradually reduce your
stake in highly valued
equity by regular sales over a course of several months.