The day before yesterday, I listened to this report with Sister Rabbit, and I was eye-opening and confident: the post-00s have their own alpha, and they are lucky to hold BTC and ETH since2022, and the new high is not the time to increase positions, but you must have reservations in the Portfolio
Alva Xu
Alva Xu14.7.2025
Today in the study of the new report of the endowment, I saw some interesting data. Distribution and changes in asset classes around the world. The most obvious is the change in the proportion of assets from 2015 to 2025: 1. Real estate market. The proportion decreased from 54.5% to 50.85% 2. Bonds. 23.39%➡️22.34% 3. Open market stocks. 17.42% 17.72%, ➡️it will be higher in 2020 4. Money market. 1.24%➡️1.54% 5. Collectibles. 0.25% ➡️0.46% 6. Gold. 1.74% ➡️3.08%。 The proportion doubled, and the price of gold tripled. 7. Oil and gas. 0.45%➡️1.23%。 8. Private market. 0.75%➡️2.31%。 The market share of the private market increased by 3 times. 9. Digital currency. 0% in 2015, ➡️0.18% in 2020, and ➡️0.46% in 2025. In the past 10 years, the only new asset class has been cryptocurrency, with private equity expanding and traditional real estate being compressed. (Content from the "Endowment Fund" 202507 report)
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