Hi,
I have a portfolio I use for myself. I want to start selling it.
What are my options concerning structures?
Portfolio characteristics:
-long only
-no leverage
-monthly rebalance
-no need for public offering (but nice to have)
Options:
1. Selling monthly rebalance signals
+cheap and easy to set up
-no control on capital invested in the portfolio
-no performance/management fees
2. Investment fund
+easy to invest in for potential investors
+performance/management fees structure
+built-in subscription fees/commissions for salers.
+audited track record
-expensive (~$100k/yr)
-no public offering
-bad reputation of funds in recent years
3. Managed accounts
+cheaper and easy to set up (~$25k/yr)
+control on capital invested
+performance/management fees structure
+built-in subscription fees/commissions for salers.
+audited track record
-hard to invest in for potential investors (need to create a new account at the partner broker, need to sign asset management contract, need to send passport copy etc.)
4. ETF
+very easy to invest in for potential investors
+high transparency
+performance/management fees structure
-expensive?
-no built-in subscription fees/commissions for salers.
Any other options or input/experience on this?
It would be very helpful
Thanks
I have a portfolio I use for myself. I want to start selling it.
What are my options concerning structures?
Portfolio characteristics:
-long only
-no leverage
-monthly rebalance
-no need for public offering (but nice to have)
Options:
1. Selling monthly rebalance signals
+cheap and easy to set up
-no control on capital invested in the portfolio
-no performance/management fees
2. Investment fund
+easy to invest in for potential investors
+performance/management fees structure
+built-in subscription fees/commissions for salers.
+audited track record
-expensive (~$100k/yr)
-no public offering
-bad reputation of funds in recent years
3. Managed accounts
+cheaper and easy to set up (~$25k/yr)
+control on capital invested
+performance/management fees structure
+built-in subscription fees/commissions for salers.
+audited track record
-hard to invest in for potential investors (need to create a new account at the partner broker, need to sign asset management contract, need to send passport copy etc.)
4. ETF
+very easy to invest in for potential investors
+high transparency
+performance/management fees structure
-expensive?
-no built-in subscription fees/commissions for salers.
Any other options or input/experience on this?
It would be very helpful

Thanks