Private Investments

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Private Investments

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In this episode, we look at the growing role of private investments* and why investors may need to rethink the way they build portfolios. The public markets have changed in a major way. Years ago, there were more than 8,000 publicly traded companies in the United States. Today, that number is closer to 4,200. At the same time, business creation is strong, and many large companies are choosing to stay private much longer than they used to. That means some of the growth that once happened in the public markets now happens before everyday investors ever get access. 📚 Get Bruce’s Book: Moving To Tax-Free (on Amazon) https://amzn.to/4msRo2k ⏱️ Chapters & Timestamps (00:17) Why More Companies Are Staying Private (03:21) Liquidity in Public and Private Markets (04:57) Market Concentration and Diversification (05:42) Why Consider Private Equity (07:05) Potential Benefits of Private Investments (08:08) Interval Funds and Return Expectations (09:21) Infrastructure and Venture Capital (11:56) Higher Fees and Limited Liquidity (13:47) How Much Could Belong in a Portfolio (14:49) Long-Term Holding Expectations We talk about how this shift has created a much larger private market opportunity. Jason explains that unicorn companies, which are private companies valued at more than $1 billion, have grown sharply since 2016. Companies like SpaceX and OpenAI are examples of businesses that may remain private for a long time before eventually going public. The reason is simple. Many owners now prefer the control, flexibility, and funding options that come with staying private. We also explain the main difference between public and private investments. Stocks, bonds, and crypto markets provide daily liquidity. Investors can buy and sell quickly. Private investments do not work that way. Like real estate or a privately held business, they may have value, but they are not easy to sell overnight. That lack of liquidity can be a drawback, but it can also reduce daily volatility. Private investments may help diversify a portfolio because they often do not move in the same way as public stocks and bonds. Alex explains that private equity, infrastructure, venture capital, and other private market investments may offer access to areas of growth that were once unavailable to many investors. These investments may also provide the potential for strong long term returns, especially when used as a small part of a broader portfolio. We also cover the risks. Private investments usually have higher fees than index funds or traditional mutual funds. They also require patience. Investors need to think carefully about how much money they may need over the next 5 to 10 years before committing funds to an illiquid asset. The team generally recommends considering an allocation of 5% to 20%, depending on risk tolerance, liquidity needs, and long term goals. The main point is that private investments are not for short term money. They belong in the long term bucket of a financial plan. Used carefully, they may offer access to opportunities outside the traditional stock and bond markets while helping broaden diversification. Every investor should at least ask whether private investments belong in their portfolio. *Private Investment Disclosure: Private investments involve significant risk, limited liquidity, higher fees, valuation uncertainty, and possible loss of principal. Redemptions may be restricted or unavailable, and past or projected performance is not guaranteed. Eligibility requirements may apply. This material is educational only and is not an offer, recommendation, or legal, tax, or investment advice. For more information about anything related to your finances, contact Bruce Hosler and the team at Hosler Wealth Management: Visit us online at https://www.hoslerwm.com/Contact Our Team: https://hoslerwm.com/contact-us/Or call our Prescott office at (928) 778-7666 or our Scottsdale office at (480) 994-7342.For more podcast episodes, visit our podcast website at https://hoslerwm.com/protectingwealthpodcast/Limitation of Liability Disclosures: https://www.hoslerwm.com/disclosures/Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.Copyright © 2022-2026 Hosler Wealth Management | All Rights Reserved. Produced by JAG Podcast Productions - www.jagpodcastproductions.com. #ProtectingWealthPodcast #ProtectingandPreservingWealthPodcast #...

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