Category: Alternative Investing
I am a CPA Candidate sharing my experience building my portfolio while in my 20s. During this process of sharing information online I hope to increase free financial literacy access for all.
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5 Investments that Will Provide a Real Return
In today’s financial landscape, finding reliable investments that offer a real return can be challenging. With inflation impacting the purchasing power of your money, it’s essential to focus on assets that can outpace rising costs. Real return refers to the actual gain on an investment after accounting for taxes and inflation. Investors seek opportunities that…
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How to Reduce Inflation Risk in Your Portfolio
To safeguard your investments, understanding how inflation can impact your portfolio is crucial. Inflation risk can erode your purchasing power over time, affecting your long-term financial goals. By implementing strategies that account for inflation, you can protect your investment portfolio and maintain your wealth over time. Adjusting your approach involves being mindful of economic growth…
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Building an Aggressive Portfolio in Your 20s
Building an aggressive portfolio in your 20s can be a powerful strategy to increase your wealth over time. At this age, you’re in a great position to take on more risk, as you have plenty of time to recover from potential downturns. An aggressive portfolio, usually weighted heavily toward stocks and other risky assets that…
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How to Structure a Portfolio of Alternative Assets (+$50M)
We previously covered JP Morgan’s analysis of family office portfolios, and they showed that on average, the wealthiest families invest 50% of their entire portfolio in alternative assets. So many aspire to build their wealth to be like these families, having tens or even hundreds of millions of dollars in assets, but wonder how they…
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What Is Credit Default Risk and How Can You Mitigate It In Your Portfolio?
Credit default risk is a crucial concept for anyone involved in lending or investing. It refers to the chance that a borrower won’t be able to make the required payments on their debt obligations. This failure to pay can affect the investor or lender’s financial health and decision-making process. Understanding this risk can help you…
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Private Equity is not Ruining America, it is Running It
Private equity (PE) has long been a misunderstood player in the world of finance, often vilified as a destructive force that prioritizes profits over people. Critics argue that private equity firms are responsible for the downfall of businesses, job losses, and economic disparities. However, this narrative fails to account for the significant value PE creates…
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The Poor Man’s Alternative Assets
When most people think about investing, their minds immediately jump to traditional financial assets—stocks, bonds, and real estate investments. But there’s an entirely different class of assets out there, one that doesn’t require a ton of upfront capital and can provide uncorrelated returns with the proper time investment: what I like to call the “Poor…
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Family Office Portfolio Allocation Data
When it comes to managing significant wealth, a family office has become the gold standard for the ultra-wealthy. These entities, often private firms established to manage and preserve the wealth of affluent families, are known for their tailored approach for the family’s goals. One of the critical aspects of their operations is asset allocation, a…
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5 Things to Know About Private Equity Before You Invest
Investing in private equity can be an appealing opportunity for many investors looking to gain exposure to private markets and diversify their portfolio. This type of investment involves committing capital to PE firms that buy and sell privately held companies or purchase public companies and take them private. Understanding the key aspects of private equity…
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Why Exposure to Private Markets Provides Better Portfolio Performance
Investing in private markets can significantly enhance your portfolio performance. Private markets offer diversification and can provide resilience during market downturns. By allocating assets into private equity, private debt, and real estate, you tap into sources of return less correlated to the public markets. Exposure to private markets enables you to optimize performance while managing…