How Do the Wealthy Allocate Their Assets?
In 2024, J.P. Morgan surveyed 190 family offices worldwide, revealing the investment preferences of top-tier wealthy individuals. The results show that their portfolios are diversified, balancing stability and growth.
1. Which asset class takes up the largest portion of your portfolio? Is it similar to the wealthy’s allocation?
2. If you were to optimize your portfolio, would you follow the wealthy’s allocation ratios? Why or why not?
3. Are you willing to try private equity or venture capital? How comfortable are you with the risk?