Ellen Roseman, the Toronto Star's (print) investment columnist, suggested being wary of
non-publicly traded investments:
Not exact matches
Through the third quarter of 2015, 63 percent of donations to
investment giant Fidelity
Investments» Fidelity Charitable were appreciated assets, which include publicly
traded securities and
non-publicly traded assets, such as private - equity interests, private business shares and real estate.
Everyone Else: This asset allocation software works great using any, and unlike all other asset allocation software, all
investments you like using: Closed - end mutual funds, open - end mutual funds, ETFs, index funds, bank
investments (CDs and interest bearing accounts), real estate, stocks, bond, subaccounts, 401 (k)
investment options, stock options,
non-publicly traded securities, etc..
From 2001 through 2012, direct
investments in real estate - buildings and other assets owned by
non-publicly traded companies - had a negative 0.17 correlation to bonds and a 0.23 positive correlation to stocks, according to David Lynn, author of «Emerging Market Real Estate
Investment: Investing in China, India and Brazil».