📊 MARKET INSIGHT
US households now own more equities than real estate as a % of net worth — only the 3rd time in 65 years.
• Corporate equities & mutual funds: ~31% of net worth (Q2 2025, all-time high)
• Real estate: <30% for the first time since 2021
• Equity share has more than doubled since 2008
For context:
• Dot-com peak (2000): ~25% equities
• Housing bubble peak (2006): ~38% real estate
📈 Financial assets are dominating household balance sheets.
💸 Asset owners are winning. $ASR
ASR
1.721
-8.11%
AVNT
0.2632
+8.58%
YGG
0.0654
-3.54%