Wednesday, June 27, 2012

Where Should You Put Your Money?

Here is an interesting chart from MSM Money.com, Case Shiller.  This report is not a prediction but what actually happened between January 2000 and June 2012. It shows cash on cash return.  In other words when buying a home for $300,000 a buyer puts down $15,000 (5%) to $60,000 (20%). When the home appreciates by 5% then that home is worth $315,000. That is a gain of $15,000 return on one’s investment. If $15,000 which equals a return on investment of 100%. Putting $60,000 down that 5% appreciation equals a return of 25%.

This differs from investing in the stock market which requires full payment for any stock investment.  That same $15,000 in stocks with a 5% return means the investor has gained $750. The $60,000 invested would mean a gain of $3,000.

In addition normally there will be taxes to pay when selling the stocks. Selling one’s personal residence would result in a taxable event if the gain is more than $250,000 for a single person and $500,000 for a married couple.

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