Average Millionaire Portfolio
I Analyzed Over 100 Millionaire Portfolio’s… The Trends Are SHOCKING
- They hold on average 6.6 holdings
- Index Funds dominate (VTI, VOO, VTSAX, SPY)
- Individual stocks are secondary
- The richer they are the less positions they have. $10M+ have on average 4.3 holdings/positions.
- Even Crypto Millionaires have 60-70% of their money in index funds.
Average Millionaire Portfolio
- 74% Index Funds (1 or 2)
- 21% Individual Stocks (2 to 5)
- Alternatives (Crypto, real estate, etc)
6 to 7 holdings is the sweet spot.
Examples: One Boglehead Millionaire has 85% in VTSAX and 15% split in 3 stocks.
Another has 70% in a SP500 index fund and 30% split in 4 stocks.
Suggested Portfolio
- 60-80% Index Funds (1 or 2)
- 10-30% Individual Stocks (2 to 5)
- 0-10% Alternatives (Crypto, real estate, etc)