Private Equity

Private Equity

What’s the right level for a portfolio’s liquidity needs?


Over the last decade, it’s become increasingly difficult to build a portfolio that can support a reasonable level of spending (3 percent to 5 percent per year) and still maintain its purchasing power over time. A 60/40 stock/bond portfolio over the last 10 years, for example, has delivered a total return of 50.1 percent (measured by 60 perce

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