Portfolio Allocation by Generation

Data-driven Marketing

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As Americans age and (hopefully) amass increased levels of wealth over time, their investment strategies evolve.

Since understanding where a household stands on the age spectrum is valuable information for wealth managers when helping their clients develop investment strategies, we wanted to take a closer look at portfolio allocation preferences of U.S. households by generation:

Source: WealthComplete^®

Spotlight on Affluent Millennials

For Millennials who have $1 million or more in investable assets, how are their portfolios allocated? Below we’ve taken a look at their allocation percentages and how they differ from the generation as a whole:

Deposits: 20.5% ( ▼ 10.5%)
Mutual Funds: 32.1% ( ▼ 0.5%)
Stocks: 33.5% ( ▲ 8.6%)
Bonds: 7.2% ( ▲ 2.8%)
Other: 6.7% ( ▼ 0.5%)

Want to learn more?
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The post Portfolio Allocation by Generation appeared first on Equifax Data-driven Marketing.

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