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

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/
• Email Curtis for a free report - [e-mail]
• Call his office - 610-622-3121
• ERC Tax Credit - https://ercspecialists.com?fpr=curtis75
• Schedule a call with Curtis: https://aptwithcurtis.as.me/Strategysession
• CashFlow Mapping: https://practicalwealth.cashflowmapping.com/lp/PWbudgetsstink
• Private Reserve Strategy: https://app.agent-crm.com/v2/preview/vWh4TyHnUBXdULimd82i
• 📅 Book a strategy session to align your finances with high-net-worth principles https://link.agent-crm.com/widget/booking/P3coOQC0HSpJeuIumy8f
• 📩 Join the Money for Life Club for weekly insights on wealth building Practical wealth Solutions: https://app.agent-crm.com/v2/preview/C0Kb8qlviGCczll2qzS2
• 🎧 Listen now on: The Practical Wealth Show: https://www.podpage.com/the-practical-wealth-show/
• Special Listener Gift
  Schedule a 15-Minute Call with Curtis: https://aptwithcurtis.as.me/Strategysession

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