2min chapter

Wealthion - Be Financially Resilient cover image

'Stocks To Suffer' As Cost Of Capital Rises But Earnings Fall | Tavi Costa

Wealthion - Be Financially Resilient

CHAPTER

The Future of Private Portfolios

I think it's plausible to have a 6040 portfolio shifting away from those balances and having perhaps 30% equities, in my opinion. But just looking at the bond side of it, I would say that at least portfolios should own about 20% at least of that in the next five or 10 years. This is a very conservative thought about what we think it's going to happen.

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