There is no way I can follow the wealthy’s allocation portfolio. Private equity are usually limited to certified individuals or investment companies or family offices. Increasingly, it is now made available to retail investors. However, the lock up period is long which does not fit my current situation where liquidity is important to me for me to rotate my funds across different asset classes. Venture capital and hedge fund are too high risk for me. I generally do not like bonds and fixed incomes due to their low returns. Commodities and infrastructure are also not to my liking as there is a lot of factors influencing their valuation and can be easily manipulated by big players at the national level. I don’t have enough money to have significant real estate investments. So, equity choices like ETF, theme based ETF or specific stocks will help me balance risk and returns.
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