Most retail investors own a portfolio of publicly traded stocks and bonds to fuel their retirement. But high-net-worth family and institutional investors use vastly different tools.
When retail investors buy a bond, stock or ETF, they are investing in or lending money to a publicly traded company. Currently, there are about 3,500 publicly traded companies with over $100 million in annual revenue. Conversely, there are about 18,000 companies that aren’t publicly traded with over $100 million in annual revenue. Some notable examples include Publix, Burger King, Fidelity Investments, SpaceX and OpenAI.
