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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?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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