How Ultra-Wealthy Are Investing In 2026
CNBC••business
Key Points:
- Wealthy investors are focusing on long-term investments in real businesses, real estate, and diversified portfolios rather than trying to time the market, emphasizing understanding the underlying business before investing.
- Index funds, especially those tracking benchmarks like the S&P 500, are popular among the wealthy for diversification and steady growth, with many everyday investors benefiting from low-cost options offered by firms like Charles Schwab and Fidelity.
- Real estate remains a key component of wealthy portfolios, accessible to everyday investors through Real Estate Investment Trusts (REITs) that provide market returns without the need to manage property directly.
- Robo-advisors such as Betterment, Wealthfront, and Vanguard offer automated, diversified investing with varying minimum deposits and fees, making it easier for
