How the Wealthy Invest: Lessons from Tiger 21’s $20M+ Portfolio Strategy - Episode 338

The Practical Wealth Show

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4M ago 8:30

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Ever wondered how the ultra-wealthy invest their money? In this episode, I break down the latest Tiger 21 asset allocation report, revealing how high-net-worth individuals with $20M+ in assets structure their portfolios.

The biggest surprise? Public equities make up only 23% of their wealth—while most everyday investors put 75-100% into the stock market. So, where does the rest of their money go? We’ll explore their diversified approach, including private equity, real estate, and alternative investments.

Highlights

The exact asset allocation of the ultra-wealthy
Why they limit exposure to public stocks
How real estate, private equity, and alternative assets play a crucial role
What YOU can do to start diversifying like the top 1%

Links and Resources from this Episode

https://www.practicalwealthadvisors.com
https://www.practicalwealthsolutions.net/
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