Asset allocation: How does an investment property fit?

In an earlier Super Advisor article (Asset allocation gets personal) we said that self-directed investors have the advantage of coming up with a 'personalised' asset allocation. But they can also end up with a lack of diversification. A typical example is self-directed investors with an investment property. If you've got a $10 million dollar portfolio then you can probably afford to buy a property or two without being too exposed to them. But most don't have that luxury. A more likely scenario is a single, leveraged investment property and a super or share portfolio smaller than the property value. Imagine...

In an earlier Super Advisor article (Asset allocation gets personal) we said that self-directed investors have the advantage of coming up with a 'personalised' asset allocation. But they can also end up with a lack of diversification.

A typical example is self-directed investors with an investment property. If you've got a $10 million dollar portfolio then you can probably afford to buy a property or two without being too exposed to them. But most don't have that luxury.

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