Fallows: Alternative asset allocations rise in direct correlation with investor net worth
Tad Fallows · Why Half of Them Have No Mortgage and Still Win · Dec 30, 2025 · at 22:39
Wealth strategist Tad Fallows discusses portfolio construction differences between seven- and eight-figure investors with host Sean Weisbrot.
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“If you start to get into a seven or an eight-figure portfolio, people, we, you do find that their so-called alternative asset or their private market exposure goes up in correlation with their net worth. So whereas your average person with a million dollars may have, I don't know, five or 10% alternatives, As they get to maybe being a ten million or twenty million or fifty million portfolio, their private equity allocation is going to go up significantly”
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