Investment Q&A

Q: There was a question some time back about global private etfs. It’s seemed fees were high on the one recommended.
I have good gains on BX and am looking to diversify from single stock risk. Pls recommend one or two if possible, yield over 4% and low mer, global

Q: Hello....I am looking for ideally 1 or could be in combination with a second ETF. I would like to achieve a balanced mix with say 60% with a small or 0% of US stock market and about 10% private assets and 30% fixed income. Could you suggest 1/2 ETFs that would achieve something close to this percentage breakdown. Thank you.

Q: In researching the Swedish company EQT, a global powerhouse in finance (listed as EQT on the Stockholm exchange ) I found that EQT.st is the largest holding in PSP, the US-listed ETF that holds alternative asset managers and private equity companies. Many of the businesses held by PSP look attractive, including for example: KKR, OWL, APO, CG and BX. Do you think PSP the ETF is an attractive buy currently over EQT.st? I much prefer EQT.st but I ask you whether you would rather hold one or more of the individual constituents of PSP? If the latter, which companies, if any, do you think have good financial prospects and are at reasonably good prices to buy now?

Q: Best alternative asset managers ETF?
Thank you!

Q: Are there any mutual funds or ETFs which invest in Private equity? Or simply buy the companies (Blackrock, Fairfax, KK etc) to get that exposure. I would like to add that for diversification but need direction.

Q: Is it possible to invest in private markets through ETF?

Q: I have cash in my portfolio. I am looking for a multi asset ETF. Ideally, I would like a 1 ticket multi asset ETF that has a category / asset class of "alternatives". (ie private equity) Is this available on the TSX? Could suggest 2-3 multi asset ETFs. If these ETF do not include "alternatives", are there any ETF that specialize in "alternatives" ie private equities not tied into the market. I understand liquidity may be an issue for such an ETF. Thank you

Q: I would like to invest in private equity and credit stocks. Is there an ETF that you would recommend.

Thanks for the great service

Q: Hi,
Brian asked about private equity on June 25. In your response you mention that private equity is not correlated to other assets. I am looking at the 10 year performance of PSP vs. SPY and their charts move up and down in almost perfect parallel (pre-COVID run ups, COVID crashes, post-COVID run ups, etc.), with PSP returning 93% and SPY 234%. On a 4-5 year time scale, PSP/SPY/NGPE move up and down in parallel as well. I am struggling to find a reason to invest in a private equity ETF based on this. Is it because an ETF, regardless of what it is investing in, is in fact correlated since it is traded like any other equity?
Thank you for all the great information your provide, Michael

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.

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

Q: Hi,

Which sector you think is worth taking a position in at this point in time as a non correlated asset, IF and WHEN a correction takes place. Not about market timing for I know you don't believe in it! But more as part of portfolio tune up.

Gold/Metals/Utilities/Pvt equities/any other sector that interests you?

Q: What is your opinion regarding an alternative assets in one portfolio and what weighting of such assets would be reasonable? Would you recommend an EFT or stock/s which would contain such assets ?
Thanks.
Miroslaw

Q: is there a ETF that offers me investments into Private Equity holdings, verses Public Equity

Q: Hi Peter
I have read alternative investments as a way diversify the portfolio beyond stocks and bonds.
There appears to be many types of alternative investments and complicated too.
If one were to invest in alternative investments, do you have any recommendations on how to approach such investments?
Are there any ETFs in this space that simplifies the investment approach?
My purpose is for income with a bit of ongoing growth.

Q: Hello
In today’s Globe and Mail , a financial advisor , suggests that Canadians should consider alternative investments in addition to stocks and bonds.
Investing in alternative assets for individuals can mean investing in funds that hold assets that include commodities, infrastructure like airports or highways, land and real estate,

Can you please recommend a few funds that are holding alternative investments?
Thank you.

Q: Hi 5I,
How would a small investor get in to Private equities. This only seems possible for High Net Worth Clients. Is there good Publicly traded company's or ETF's that focus on Private equities. Is this a type of asset class that is recommended to diversify your portofolio.
Thank you

Q: Hi Peter and group: I am interested in the above noted ETF for an approximate 3% holding in my RRSP. I think you touched on this ETF recently, but am wondering if you could shed further light as regards volatility, expense ratio, (seems very high at 2.2%) and overall risk. My risk tolerance is moderate and the hold would be for several years. I also currently hold ZWH, ( 6 %) in my RRSP for U.S. exposure .

Thanks for the great service

David