The second quarter Asset Allocation Report from TIGER-21, a peer-to-peer learning network for high-net-worth wealth creators, has highlighted evidence of a shift toward private equity and real estate investment.
Every quarter, TIGER 21 asks its members to anonymously fill out a confidential survey about where they hold their money, where they’re allocating new money, and how those decisions have changed over the past quarter. Tracking the change in these allocations over time can give you a sneak peak into what the “smart money” is currently doing and thinking about opportunity and risk.
Assets that include Treasury notes, high-quality dividend stocks, and low-volatility mutual funds have all seen spooked investors rush into their supposedly safe embrace. TIGER 21 Founder Michael Sonnenfeldt and others argue that has transformed them.
We’re all looking for a safe but adequate income stream, and that includes the very wealthy. Like most investors, they’re having a hard time finding it. That’s clear in the latest portfolio update on the asset allocation of the “ultra-high-net-worth investors” that make up TIGER 21, a peer-to-peer learning network.
TIGER 21, a peer-to-peer learning network for high-net-worth investors, has added a second group to the Chicago market, which will be led by veteran executive business coach and mentor Steve Larrick, the company said.
TIGER 21, a peer-to-peer learning network for high-net-worth investors, has added a second Group to the Chicago market. The new Group will be led by veteran executive business coach and mentor Steve Larrick.