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Resumo da Biografia
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Excluding entire asset classes might be a tough sell, some financial advisers say. Investors need to be asking instead whether an asset class has been doing simply because it should.
“You could potentially developed a low-volatility portfolio of hedge funds, and they will become very consistent return,” Mr. Stackman of UBS said. “But you're failing to get enough the generous returns the S. & P. has been giving you since 2009.”
That would be around 2 percent per year for hedge funds versus about 18 percent for your S. & P. 500. And many asset classes now take over has a good run.
There's another cautionary argument on private investments. Because they are inherently risky, carried out undertaken only by the most experienced investors.
Michael W. Sonnenfeldt, founder and chairman of Tiger 21, a smart investment club for people who have $10 million to $1 billion, said the group's 630 members had increased their investments in private equity and real estate.
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