BiggerPockets Money Podcast How the Top 1% Are Investing in 2026 (Real Portfolio Data)
21 snips
May 1, 2026 
Tad Fallows, Managing Director at Long Angle and founder of a private high-net-worth investor community, walks through 2026 asset allocation trends. He highlights a shift to roughly 60% equities, 30% real estate/privates/alternatives, and low bond exposure. Conversations cover private equity, private credit, tax-efficient strategies, concentrated stock, and how wealthy investors balance risk, leverage, and inflation.
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Wealthy Investors Favor Equity And Privates Over Bonds
- High-net-worth portfolios typically replace the 60-40 model with 60% equities, ~30% in real estate+privates, and only ~10% in bonds and cash.
- Long Angle median member (~$15M) splits that 30% roughly half investment real estate and half private equity/crypto/venture exposure.
Match Allocation To Goals And Behavior
- Choose allocation by goals and behavior, not a single industry-prescribed "best practice."
- If you can tolerate big drawdowns and want generational growth, favor equity-like assets; if you prefer stable income, favor safe treasury-like holdings.
FIRE Investors Lean Hard Into Stocks
- FIRE investors in the survey tilt heavily to public equities, which historically outperformed other choices over the past decade.
- Tad still favors diversification (e.g., international) even when short-term performance punishes it.