overflow charts. 2 investment choices: where to invest today in 2013? liquidity - causes volatility...

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OVERFLOW CHARTS

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Page 1: OVERFLOW CHARTS. 2 Investment Choices: Where to Invest TODAY in 2013? Liquidity - causes volatility - comes at a price - is not required for entire portfolio

OVERFLOW CHARTS

Page 2: OVERFLOW CHARTS. 2 Investment Choices: Where to Invest TODAY in 2013? Liquidity - causes volatility - comes at a price - is not required for entire portfolio

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Investment Choices: Where to Invest TODAYin 2013?

Liquidity - causes volatility

- comes at a price- is not required for

entire portfolio

Hard to beat 4%/year !!Well oiled marketing machine

Private Equity an option !

Did your RRSP grow 50% in 10 years ?

•Liquid–Stocks–Mutual Funds–ETFs–Bonds

–Return-free risk

Page 3: OVERFLOW CHARTS. 2 Investment Choices: Where to Invest TODAY in 2013? Liquidity - causes volatility - comes at a price - is not required for entire portfolio

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Investment Choices: Where to Invest TODAYin 2013 ?

Consider provenAlternatives !!

• Illiquid / REAL Assets / Private Equity .. So called “Alternative Investments”–Gold, Diamonds, Oil, Coins–Franchise, Joint Ventures /

Private Shares–Income Producing Real

Estate, MICs, Land held for development, new construction in demand locations

Page 4: OVERFLOW CHARTS. 2 Investment Choices: Where to Invest TODAY in 2013? Liquidity - causes volatility - comes at a price - is not required for entire portfolio

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Many Classes of Real Estate• Income Producing– Commercial– Vacation– Hotel / Campgrounds / Trailer Parks– Small Residential (house, condo, TH, 4-plex .)– Residential

– Small Residential (house, condo, TH, 4-plex .)– Multi-Family / Apartment Buildings

• Non-income producing– Raw land– Vacant / abandoned properties– Flipping condos / houses– Vacation / 2nd homes– Your own home– Construction– Land Development