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77. UHNW Survey on Portfolio Allocation & Strategy feat. Tad Fallows

Invest Like a Billionaire

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The Rebalancing of Private Equity and Real Estate

Some of that was probably driven by market performance, a number of private companies doing well. And then some of that was intentional rebalancing. Even up to about $50 million in net worth, people's primary residents continue to be a pretty appreciable amount of their portfolio. Also interesting is only about half of people owed a mortgage.

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