Search found 4 matches

by WildCat48
Tue Jul 18, 2017 8:44 pm
Forum: Investing - Help with Personal Investments
Topic: [Need help to review alternative investment portfolio]
Replies: 18
Views: 920

Re: [Need help to review alternative investment portfolio]

Help me decode this... gobbledegook. From the LENDX Annual Report, 2/28/2017 Please confirm my impression that the annual report might be saying: ⋅ The expense ratio was 4.42%. ⋅ If the return had, hypothetically, been 5% per year, then during the reporting period the fund manag...
by WildCat48
Tue Jul 18, 2017 8:41 pm
Forum: Investing - Help with Personal Investments
Topic: [Need help to review alternative investment portfolio]
Replies: 18
Views: 920

Re: [Need help to review alternative investment portfolio]

nisiprius wrote:It seems faddish to me.


This is exactly my concern. I don't think he knows how to explain an interval fund. I don't think he wants my help anymore he sent me a text today that he is going with the advisor with access to the stone ridge funds.
by WildCat48
Mon Jul 17, 2017 3:04 pm
Forum: Investing - Help with Personal Investments
Topic: [Need help to review alternative investment portfolio]
Replies: 18
Views: 920

Re: [Need help to review alternative investment portfolio]

I agree with nedsaid. It would be interesting to know the rest of the portfolio to see if it has more BAM fingerprints on it ... but this is not the usual actively-managed high-fee crap one gets from a run-of-the-mill firm. Thanks, he might not be getting fleeced as I originally assumed. It looks l...
by WildCat48
Sun Jul 16, 2017 8:50 pm
Forum: Investing - Help with Personal Investments
Topic: [Need help to review alternative investment portfolio]
Replies: 18
Views: 920

[Need help to review alternative investment portfolio]

[Split into a new post from: My Favorite Alternative Funds --admin LadyGeek] First time posting but long time lurker! I self-manage my portfolio with vanguard funds. Recently, a friend came into a substantial windfall. He's been interviewing investment firms about handling my accounts. I have refer...

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