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Berk's Blog

Big Investors Miss Out On Rally Since 2009

Big Investors Are Missing Out

Learn how big investors are missing out on the opportunity to grow their assets because of a continuing fear of the stock market.

“It was pretty startling when I looked at the numbers how little … big endowments — Harvard, Yale, Stanford — have in U.S. stocks,” he tells us in the accompanying video, noting that more broadly a poll found the average endowment has only about 16% of their portfolios in U.S. stocks. He says while that strategy has helped endowments over the past decade when some alternative investments were performing very well, it has hurt since 2009.  Yahoo Finance

Whether you’re a big investor, a small investor, an active investor, or a former investor, I can help you start using stocks to grow your assets, despite inflation. Contact me at david@www.valuealigned.com or 732-800-2375 today.