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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Thank you for your excellent answer to a very pertinent question by Brian this morning (25-06-2024) on Private equity.

You didn't include your all time favorite company BN :) How come? Also, sometime ago when I asked about non correlated assets, you had mentioned about the US companies like KKR,BX,BLK etc., They didn't get a mention in your answer to Brian either.

In your answer to Brian you had suggested ETFs both in the US and one in Canada. Do you have any particular preference?

Last but not the least, from your answers to various questions, I get the impression that you are not too concerned about the impending crash! You still seem optimistic. In that case increasing the allotment to Private equity is bit premature, no?

Take as many credits as it is warranted.

Many thanks.
Read Answer Asked by Savalai on June 25, 2024
Q: Larry Berman stated that he has moved all of his personal stocks and bonds to private equity and private credit because the returns are much better. Can you comment on positive and negatives of Larry's strategies?
And should the average investor be considering this strategy?
And if so what would be some etf's that can be considered?

Thanks
Brian
Read Answer Asked by Brian on June 25, 2024
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