Ask what billionaires, family offices and families with hundreds of millions of dollars do. Do they have 60% of their money in stocks and 40% in bonds? Absolutely not. Chances are they have only 10% to 15% of their portfolio in publicly traded securities, with the rest in private markets and alternative assets. Ask yourself why.
Key points
- The ultra-wealthy don’t follow a 60/40 stock-bond split.
- They typically hold only 10% to 15% in public securities.
- Most of their wealth sits in private markets and alternatives.
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