A Fast Growing Real Estate Podcast!
Oct. 11, 2024

520: The Rule Of 20-30% Asset Allocation To Alternative Investments Was Created By The Traditional Investment Industry

520: The Rule Of 20-30% Asset Allocation To Alternative Investments Was Created By The Traditional Investment Industry

Wealth Management professionals typically recommend clients invest 70-80% of their portfolios in traditional vehicles such as stocks, bonds and commodities. Although traditional investments are great long-term wealth-building vehicles, alternatives assets also perform well and serve different purposes. They can generate consistent cash flow as high as 10%, with attractive tax advantages and achieve strong appreciation, all with less volatility than public equities. Jim Pfeifer, one of the founders of Left Field Investors, an alternative investment education platform, recently merged with Bigger Pockets. The merged companies relaunched as Passive Pockets.