In a survey conducted among active investors in Australia in 2021, approximately one fifth of respondents indicated that their current investment portfolio made up one hundred percent of their total wealth. Around 14 percent of respondents said their portfolio made up less than ten percent of their total wealth.
Total investment portfolio value as a proportion of total wealth of investors in Australia in 2021
Respondents were active Australian retail investors who had made at least one transaction (trading securities, derivatives or cryptocurrency) since March 2020
Method of interview
Online survey
Supplementary notes
Participants ranged from 'recent investors' (started investing during or after March 2020) to 'moderately experienced investors' (started investing before March 2020, but less than five years ago) to 'most experienced investors' (five or more years of investing).
Survey question: " Please consider now your total wealth (i.e. including your primary residence and any investment properties, and all forms of savings, investments and superannuation). Approximately what percentage do your investments in the following financial products make up of your total wealth? Your best estimate is fine. [Participants were shown a list of investment products, filtered to just the ones they had indicated they currently owned]"
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ASIC. (August 11, 2022). Total investment portfolio value as a proportion of total wealth of investors in Australia in 2021 [Graph]. In Statista. Retrieved December 22, 2024, from https://www.statista.com/statistics/1347011/australia-total-investment-value-as-a-share-of-total-wealth-of-investors/
ASIC. "Total investment portfolio value as a proportion of total wealth of investors in Australia in 2021." Chart. August 11, 2022. Statista. Accessed December 22, 2024. https://www.statista.com/statistics/1347011/australia-total-investment-value-as-a-share-of-total-wealth-of-investors/
ASIC. (2022). Total investment portfolio value as a proportion of total wealth of investors in Australia in 2021. Statista. Statista Inc.. Accessed: December 22, 2024. https://www.statista.com/statistics/1347011/australia-total-investment-value-as-a-share-of-total-wealth-of-investors/
ASIC. "Total Investment Portfolio Value as a Proportion of Total Wealth of Investors in Australia in 2021." Statista, Statista Inc., 11 Aug 2022, https://www.statista.com/statistics/1347011/australia-total-investment-value-as-a-share-of-total-wealth-of-investors/
ASIC, Total investment portfolio value as a proportion of total wealth of investors in Australia in 2021 Statista, https://www.statista.com/statistics/1347011/australia-total-investment-value-as-a-share-of-total-wealth-of-investors/ (last visited December 22, 2024)
Total investment portfolio value as a proportion of total wealth of investors in Australia in 2021 [Graph], ASIC, August 11, 2022. [Online]. Available: https://www.statista.com/statistics/1347011/australia-total-investment-value-as-a-share-of-total-wealth-of-investors/
