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Lens #04: How the Ultra-Wealthy Actually Invest Their Money
LIL #004: How the Ultra-Wealthy Actually Invest Their Money
The stock market isn't their strategy. It's their holding tank. Here's what the data reveals.
Episode Summary
In this episode of The Lifestyle Investor Podcast, host Justin Donald breaks down how the wealthiest families in the world actually allocate their portfolios, using data from Goldman Sachs, JP Morgan, and UBS. You'll learn why the ultra-wealthy borrow against stocks instead of selling them, where real wealth is created in inefficient markets, and why the "safe" 60/40 portfolio had one of its worst years in a century.
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The skinny
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