Category Archives: asset allocation

How Do You Invest? What’s Your Asset Allocation?

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Looking through the lens of the mega wealthy, see how their assets are allocated for their estates. Property, Equities and Bonds ranked 1,2,3 respectively.  While you might not have $100 million in assets what can you learn from this approach to mega wealthy investing.

Once you are in a position of having income producing assets:

  • What % of assets should be invested in real assets?
  • What % of assets should be invested in stocks and bonds?
  • What % of assets should be income generating?
  • What % of assets should be used to hedge inflation?
  • What % of assets should be liquid?

    • Property-and-Wealth-800

    Source: http://www.homeinsurance.org/property-wealth-through-the-eyes-of-mega-millionaires/