2min chapter

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Colleen Jaconetti: dividend investing

Bogleheads® Live

CHAPTER

How to Nerd Out on Private Equity

The most important thing with the private equity is it has to be with qualified investors. Having a 5% or 10% allocation to private equity in a taxable account would certainly make sense. The biggest hurdle with putting it in more mass distributed form like the target day funds or like strategy funds is right now.

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