An Endowment Portfolio From Publicly-Traded Vehicles [View article]
Gentlemen-
Some very good comments here. Re DIAMX, this fund also has a 5% load. I do not know of a no load version. Re individual stocks as Private Equity, I have toyed with the notion also and came across LUK as a proxy combined with GS. GS has done very well this cycle. As values revert and there are more bargains, I would expect LUK to pick up the slack. Low R2 in these stocks as well. Comments?
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Gentlemen-
May 30 07:44 am
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All Comments by Mark Miller »An Endowment Portfolio From Publicly-Traded Vehicles [View article]
Some very good comments here. Re DIAMX, this fund also has a 5% load. I do not know of a no load version. Re individual stocks as Private Equity, I have toyed with the notion also and came across LUK as a proxy combined with GS. GS has done very well this cycle. As values revert and there are more bargains, I would expect LUK to pick up the slack. Low R2 in these stocks as well. Comments?