How The Top 1% Invest (2026)

Episode #741 ~~~ Subscribe to our Weekly Newsletter: www.biggerpocketsmoney.com ~~~ Want to be a guest on the show? Apply here: https://biggerpocketsmoney.com/contact/ ~~~ Get 50% Off Your First Year of Monarch by using code ‘Pockets’: https://www.monarchmoney.com/pockets ~~~ Connect with Tad Fallows! Long Angle Website: https://www.longangle.com/ LinkedIn: https://www.linkedin.com/in/fallows/ Asset Allocation 2026 Report: https://www.longangle.com/research/high-net-worth-asset-allocation ~~~ Follow BiggerPockets Money on Social: Facebook: https://www.facebook.com/groups/BPMoney Instagram: https://www.instagram.com/biggerpocketsmoney/ ~~~ What are high-net-worth investors actually doing with their money in 2026? In this episode of the BiggerPockets Money podcast, we break down the latest asset allocation trends using real portfolio data from Long Angle—a community of high-net-worth investors. From equities and real estate to private credit and alternative investments, this is a behind-the-scenes look at where sophisticated investors are putting capital right now. Joined by Tad Fallows, Managing Director at Long Angle, we explore how the top 1% are thinking about risk, return, and opportunity—and what it means for your own investing strategy. 00:00 How the Top 1% Allocate Their Money (2026 Overview) 02:00 Inside High-Net-Worth Portfolios (Data + Strategy) 05:00 Stocks vs Alternatives: 60/30/10 Portfolio Explained 08:00 Private Equity: Returns, Fees, and Hidden Risks 12:00 Private Markets vs Public Markets (What’s Better?) 17:00 Real Estate Allocation Trends Among the Wealthy 22:00 Alternative Investments (Private Credit, Energy, More) 28:00 Risk, Diversification, and Portfolio Strategy 33:00 Tax Strategies of the Wealthy (Buy, Borrow, Die) 40:00 What Everyday Investors Can Learn From the Top 1%

Added 2 May 2026