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You are here: Home / Archives for accredited investors

490 Plus: Accredited Investors, David’s Private Capital Allocation, Closed-End Funds and BLW

August 24, 2024 by David Stein · Updated September 7, 2024

In Plus episode 490, we continue the discussion on accredited investors. David breaks down his private capital allocation and discusses potential substitutes. We answer several questions about closed-end funds. Finally, we analyze the Blackrock Limited Duration Investment Trust (BLW). … [Read more...]

Filed Under: Money Plus Tagged With: accredited investors, BLW, closed-end funds, private capital

490: Should You Invest in Private Equity?

August 21, 2024 by David Stein · Updated September 5, 2024

How do buyouts, venture capital, and growth equity work? Has private equity outperformed the stock market, and can individual investors pursue these investment strategies? Topics covered include: How are private equity funds structured, and what are the fees How is private equity performance measured, and how has it performed Why does private equity have such a large dispersion of returns compared to the public stock market What is private equity dry powder, and why is there … [Read more...]

Filed Under: Podcast Tagged With: accredited investors, growth equity, leveraged buyouts, private capital, private equity, venture capital

470 Plus: Annuities Correction, Europe versus U.S. Value Stocks, Analyzing BOXX, and Accredited Investor Rules

March 16, 2024 by David Stein · Updated February 6, 2025

In Plus episode 470, we correct a misstatement about immediate annuities. We explore whether European stocks can be a replacement for U.S. value stocks. We analyze the Alpha Architect 1-3 Month Box ETF (BOXX), which has used an options strategy to replicate the return of Treasury bills without generating ordinary income. Finally, we consider why the U.S. and other countries have rules that limit who can invest in alternative investments. … [Read more...]

Filed Under: Money Plus Tagged With: accredited investors, alternative investments, BOXX, Europe stocks, immediate annuities, tax efficiency, taxes, value stocks

218 Plus: Are You A Stock or Bond, Accredited Investors and Treasury Bills

August 25, 2018 by David Stein · Updated May 10, 2021

This week August 25, 2018, we review whether entrepreneurs should have a different asset allocation than employees with steady jobs. We review whether new accredited investors should make changes to their investment strategy. Finally, we look at whether it makes sense to purchase individual U.S. Treasury bills. 218 Plus View and Listen To Other Plus Episodes Audio Download Download the audio file Transcript Download the transcript Welcome to Money For the Rest of Us Plus. This is Plus … [Read more...]

Filed Under: Uncategorized Tagged With: accredited investors, bucket approach, U.S. Treasury bonds

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