👋 Managing Tech Millions 📈 your go-to source for building wealth with tech equity and managing the money that comes with it.
Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.
You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows.
👉 In just one session, you’ll:
Clarify your long-term vision
Define your next best investment move
Build the system that turns wealth into freedom
When? 📆 December 17th at 7pm to 9pm (Central US)
Did you know that investors with over $20 million allocate only 23% of their portfolios to public stocks and 7% to bonds, while most financial advisors recommend 60% in stocks and 40% in bonds?
In this episode, I share how the ultra-wealthy allocate the other 70% of their portfolios and how you can model their approach. We’ll dive into the key assets they use, such as real estate and private equity, and how these asset classes generate higher returns, offer tax advantages, and protect against market volatility.
Follow along as I break down how you can implement these strategies and transform your portfolio into a wealth-building machine.
Key Topics Covered:
How allocations in real estate and private equity generate passive income and hedge against inflation.
Why the ultra-wealthy allocate only 23% to public equities and how this can benefit you.
The importance of strategic financial planning and how to start applying these concepts to your own portfolio.
Join me for The WealthOps Way—our free live masterclass designed to help you stop guessing and start running your wealth like a business.
You’ll go from scattered to strategic as you craft your own Portfolio Thesis—the foundation of everything that follows
👉 In just one session, you’ll:
Clarify your long-term vision
Define your next best investment move
Build the system that turns wealth into freedom
Spots are limited—and the clarity you’ll gain? Game-changing.
Let’s build your portfolio like it’s your next great company.
If you like the podcast, support us by letting us know what you think (one click); please do that now!
Loading...
PS...If you're enjoying Managing Tech Millions, please consider referring this edition to a friend.
And whenever you are ready, there three ways I can help you:
Start up-leveling your knowledge - 🎧️ Follow our Podcast
Get our detailed How To Videos- 📺️ Subscribe to our Channel
Accelerate your actions, attend a Master Class (its Free) 🧠 The WealthOps Way
Disclaimer: This newsletter is for informational purposes only and does not constitute financial or career advice. Always consult with qualified professionals before making any decisions based on the information provided.
