In this Wealth Strategy Deep Dive, I challenge the conventional wisdom around diversification that Wall Street and traditional financial planners promote. Most investors are told to split their portfolio in a 60/40 allocation between equities and bonds, or maybe diversify further across different market caps and international equities. But in reality, that's just moving risk around within a single asset class that's still correlated to the market—and still vulnerable to volatility.

Drawing from the playbooks of ultra-high-net-worth investors, family offices, and sovereign wealth funds, I break down what true diversification looks like. It goes beyond the stock market and includes non-correlated asset classes such as real estate, private equity, and businesses. But it’s not just about adding asset types—it’s about strategically managing risk across different environments. After all, going all-in on real estate carries its own interest rate risks too. True wealth strategy means building a portfolio that can weather any storm by thoughtfully spreading your investments across multiple, uncorrelated areas.

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