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Demographics: Investments and Insurance

Stock, Bonds, & More

  • 74.0% own common or preferred stock (7 times the U.S. average)
  • 70.5% own mutual funds (6 times the U.S. average)
  • 63.6% own bonds (5 times the U.S. average)
  • 45.7% own tax-exempt funds (15 times the U.S. average)
  • 64.0% of readers with $1,000,000+ net worth own tax-exempt funds
  • 24.9% own annuities (6.5 times the U.S. average)
  • 16.8% own corporate bonds/debentures (28 times the U.S. average)

Select Investments

  • 21.4% own privately held shares of companies or partnerships (24 times the U.S. average)
  • 13.9% own collections of antiques, books, stamps, etc. (10 times the U.S. average)
  • 6.4% own gold/precious metals (8 times the U.S. average)

Socially Responsible Investing

  • 56.3% invest in socially responsible stocks/bonds/mutual funds

Investing in Israel

  • 76.7% would consider an investment to benefit the State of Israel

Real Estate

  • 17.2% own investment real estate (4.5 times the U.S. average)
  • 14.0% own a vacation/weekend home (4.5 times the U.S. average)

Insurance

  • 96.8% carry homeowners personal property insurance (1.5 times the U.S. average)
  • 96.2% carry medical/hospital/accident insurance (1.3 times the U.S. average)
  • 70.8% carry life insurance (1.2 times the U.S. average)

Note: Reform Judaism readers are 7 times more likely to own stock and 15 times more likely to hold tax-exempt funds. More than half invest in socially responsible funds and more than 3 out of 4 would consider investing in Israel. They represent a prime audience for marketers seeking experienced, diverse, and value-minded investors.

Source: 
1999 MRI Reader Profile Study