The Results of our 2024
Investor Survey
Thank you for contributing to this initiative!
The first two charts are designed to be self-explanatory, offering a clear visual summary of the aggregated data. We received over 140 submissions, and each investor’s unique allocation strategy is outlined in the bullet points below for your review.
The results were eye-opening!
Allocations varied dramatically—from ultra-conservative to highly aggressive—highlighting the diverse philosophies and risk appetites among participants. We suspect some findings might surprise you as much as they surprised us!
Are you confident in Wall Street to protect your wealth?
1 – Least Confident | 5 – Most Confident
I rely on private equity and real estate to protect my wealth
9%
Strongly disagree
12%
Disagree
38%
Neutral
27%
Agree
14%
Strongly agree
List your current top 3 investment allocations.
Each box represents the top allocations of each investor that responded. Many did not separate each investment with punctuation.
Bitcoin XRP Solana
Public Equities, Private Equity, Commercial and Residential Real Estate
IRA invested in real estate generating monthly income. Diversified mutual funds Second home
Real Estate PE Stocks
Private Equity Real Estate Fund Cash
Stocks 36 % Real Estate 35 private Equity 29
equities/stocks cash (CDs)
Historical Property Easements
Private equity Real estate Value equities
Dental Business Wall Street
building my practice
401 k
Index funds Syndication
Mutual funds Stocks Real estate
Stock Market (IRA, 403b, brokerage acct) Real estate syndications REITs
Real Estate Private Businesses Public Equities
401k Cash
S&P 500 VC investments Real estate debt funds and syndicates
Alternatives / Stocks / Real Estate
Stocks ETF's and Mutual Funds: 60% Fixed Income : 20% Real Estate -REIT's (Publicly traded & Private ) and Private Equity Real Estate Syndications
Lending Real estate (residential) Stock market
Stock market Private equity: Biotech, real estate Life insurance
Stocks Real Estate O&G
stocks Real estate Private equity
Real estate-rentals Private money lending Stock market
US equity – large cap International Developed markets US equity – mid cap
My broker manages my investments
Mutual funds Private equity Real estate
Income fund Oil gas Passive r/e fund Cash Spy
Va tax Vti Vbnd
Stocks ET COST FXAIX
stocks real estate work
Real Estate Stocks Cash
Syndications Stocks/ mutual funds Oil and gas
Stocks only
Stocks Oil Real estate syndication
Stocks 45% Bonds 35% Private investments 20%
Stocks Crypto High yield savings account
Stocks Real Estate - passive investing and private notes Money Markets
Mutual funds Stocks Real estate
Index funds, index funds index funds
Mutual funds Bonds Private equity with you
Real estate-rentals Private money lending Stock market
Stocks Etf Real estate
private lending for house flips, syndicated real estate funds, stock funds
S&P 500 Domestic bond index Real estate
ETF Real Estate Syndication Bitcoin
Index funds Bonds Equity in a medical device startup
Equities Real estate Whole life
Real estate Car washes
Stocks/ETFs 2. Private equity 3. Real estate
FTSAX VPMAX FLCNX
stock treasures real estate
Vernonville Asset Management 401k
Publicly traded equities Real estate funds Bonds
Mutual funds, real estate, bonds
syndications active real estate lending
Real estate Public stocks/ retirement
Stock RE Private equity
Private equity (owning a business) Equities (brokerage account) Real estate
Real estate Cash Annuity
Real estate Farms Equities
Stock Real Estate, direct ownership and syndications Mortgage notes
Real Estate Development Pre-IPO company shares Bitcoin
Company stock Crypto Private Equity
Stocks, bonds, real estate
VTSAX Vanguard International Vanguard Bond
Retirement stocks Income Fund Investments Real Estate Syndications
Cancerchecklabs Real Estate Development SFR RE backed debt
broad US index stock fund Broad US bond fund Broad international Index stock fund
Stocks and Bonds Real Estate Private Equity
RE Stocks Gold
1.Equities - 80% US 2. Cash 3. Syndications
70% real estate 10% Stocks 20% Private Equity
Private equity Real Estate Index funds
Total US Stock Market Index Fund Total International Stock Market Index Fund US Real Estate
Stock market Multifamily real estate syndications Energy investments (oil/gas)
Publicly traded Stocks / ETF's: 60% Fixed Income 25% REITs 10%
Stocks only
50% stock market 30% real estate 15% private equity
Stock Syndications Bonds
Stocks Bonds Real estate
Crowdfunded real estate Rentals Stocks
Real Estate (SFRs + Commercial) Stocks / Funds Cash
Real Estate Private business Index
Real estate Stocks Venture
Stocks Syndicates Precious metals
Real estate Private equity Traditional markets
Stock market Alternative investment VC Real estate
401K, Roth IRA, Real estate syndication Hard money lending
Private equity Real estate, multi-family and retail Index funds
Index funds Syndications Active real estate
Stocks Private equity Commercial real estate
Real Estate Stocks and Bonds Venture Capital
Timberland Rentals Index ETFs
Stock market Venture capital
Stock market Real estate multifamily Oil and gas
ETF Crypto
Stocks passive real estate Oil and gas royalty
Tech/AI/semiconductors Syndication Biotechnology
Real estate Private equity
Stocks Real Estate OPM
Stocks Commercial real estate Private equity
S&P 500 ETF Total Stock Market ETF Real Estate
Stock Real estate
Vernonville Asset Management Open Door Capital ETFs/401k
Index funds
Investment firm Private equity
Index funds Real estate syndications Private Equity
Public market equities debt cash
Real estate 401k equities