Ultra-rich Americans ditching stocks and real estate, says investing legend — 5 assets they’re using to shockproof

Group 1: Gold Investment Insights - Gold IRAs provide a way for investors to hold physical gold or gold-related assets within a retirement account, combining tax advantages with the protective benefits of gold investment [1] - Over the past year, gold prices have increased by more than 40%, with forecasts from Goldman Sachs and JPMorgan predicting prices could reach $4,000 per ounce by 2026 [2] - Gold is viewed as a safe haven during economic stress or geopolitical uncertainty, making it a natural destination for investors [2] Group 2: Portfolio Management Trends - Members of Tiger 21 are adopting a more cautious approach to their portfolios, prioritizing wealth preservation and increasing allocations to cash and fixed income [3] - There is a notable shift towards alternative stores of value, including gold and Bitcoin, as investors seek stability amid market volatility [4][7] - The average Tiger 21 member controls over $100 million, indicating significant wealth management strategies are in play [4] Group 3: Bitcoin's Growing Acceptance - Bitcoin is increasingly recognized as a secure asset, with its market size being one-tenth that of gold, and is now considered an alternative asset during tough economic times [7] - The built-in scarcity of Bitcoin, capped at 21 million, adds to its appeal as a non-inflatable asset [7] Group 4: Real Estate Investment Dynamics - Despite a slight pullback in real estate allocations, it remains a reliable asset class for wealth preservation, especially during inflationary periods [14] - Real estate values tend to rise with inflation, providing landlords with cash flow that adjusts accordingly [14][16] - Crowdfunding platforms like Arrived and First National Realty Partners offer accessible ways for investors to engage in real estate without the burdens of traditional landlord responsibilities [17][20]