Allocation revisited. This is my allocation. On Friday, it didn’t add to 100%. Now it does. Real estate (at cost) 24.7% Cash 14.2% Bonds 7.5% Stocks and stock funds 15.5% Private equity — startups etc. 8.0% Leveraged buyout fund 2.1% Personal real estate 28.0% I got criticized because I write about stocks (inter alia) and […]