When It Pays to Take the Road Less Traveled

By Aaron Task The mainstream press loves to talk about “intergenerational wars.” Stories about how much baby boomers and millennials or millennials and Generation X don’t get along make for good water cooler chatter.
But in reality, we’re really all alike… at least when it comes to investing.
A recent survey of self-directed investors by Charles Schwab found a stunning similarity in major stock holdings across the generations.

Sure, there are differences – millennials prefer the Grayscale Bitcoin Trust (OTC: GBTC) and Walt Disney (NYSE: DIS), while baby boomers like Boeing (NYSE: BA) and AT&T (NYSE: T).
But what’s striking here is the commonality across the generations.
Of …read more

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