Wealth by Generation

Happy Sunday!


My coach told me that December is a season for separation. What she meant was that the holiday season is a season separating people who eat healthy food from those indulge themselves with junk food; people who stick to a workout routine from those use excuses and hope for “new year resolution”. After the holiday season, you will see the big differences between these people. That’s why I commit myself to reaching out to other passive investors in December and discuss with them what’s on their radar, how they position themselves going into 2021. Besides potential investment ideas, I also want to share and exchange useful information for passive investors such as past performance of syndicators you invested with. All this information is not publicly available. The only way to get this information is to connect to the other passive investors and exchange notes. If you already invested passively and are interested to exchange notes on syndicators, please feel free to schedule a 30-mins call with me here: https://calendly.com/sharpeinvestorgroup/quick-call

Today I am going to show with you the wealth by generation. We already knew that every day approximately 10,000 baby boomers are turning 65, what I didn’t know was that their wealth per person is double compared to Generation X!

So what’s the implication to your investment?


What does a generation with growing population and more wealth need? If you can provide what they need, your investment will ride with the demographic trend. In data we trust!


Invest with Confidence.




Yan Yan

Sharpe Investor Group www.sharpeinvestorgroup.com

Want to discuss how to start your passive investment? Click here

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