How the Top 1% Invest (and How Do YOU Compare?)

32 snips

Mar 11, 2025

Discover the secrets of the top 1% and their surprising investment strategies! The wealthy primarily invest in accessible assets, not just high-end real estate. Learn how their financial habits can help you level up your own portfolio. The show discusses the myths surrounding home equity and emphasizes the power of corporate equities. With insights on navigating retirement plans and recognizing the role of entrepreneurship, this episode is packed with valuable tips to boost your wealth.

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INSIGHT

Stock Holdings of the 1%

The top 1% of Americans, those with a net worth over $11.6 million, hold a surprising amount of their wealth (44%) in publicly traded stocks.
This is accessible to average investors, challenging the notion that the wealthy only invest in exclusive opportunities.

INSIGHT

Asset Allocation Comparison

Real estate makes up a smaller portion (16%) of the top 1%'s portfolio than expected, while private businesses account for 14%.
This contrasts with the 50-90% wealth bracket where real estate dominates at 39%.

ADVICE

Escaping the Middle-Class Trap

Avoid the "middle-class trap" of over-reliance on home equity and retirement accounts for wealth building.
Diversify investments and seek opportunities with higher growth potential.

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