Stock ownership triples among under 40s in 2020s, Ben Carlson notes

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08.06.2026

Stock ownership triples among under 40s in 2020s, Ben Carlson notes — Stocks triple for under 40s in 2020s

Ben Carlson, director of institutional asset management at Ritholtz Wealth Management, CFA, author, investor, reports that the value of stocks held by individuals under 40 has tripled in the 2020s.

He also highlights that the proportion of IRA account holders under 30 has doubled in the past 10 years, attributing these gains to advances in technology and lower fees that make investing more accessible for younger people.

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Carlson has previously tracked other shifts in equity performance. He observed that the S&P 493 outperformed both the S&P 500 and the Mag 7 in 2024. In another analysis, Carlson noted that South Korea outperformed the S&P 500 over the past decade.

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