Crowdfunding
Pooled investments in startups, property and projects at low minimums.
Regulation Crowdfunding opened private deals to non-accredited investors, with per-year investment limits.
Regulation Crowdfunding opened private deals to non-accredited investors, with per-year investment limits.
Diligence quality varies widely by platform; treat each deal as a total-loss candidate.
Key concepts to master
- 01.Total cost of ownership, including fund fees and platform fees
- 02.Liquidity: when, and on what terms, you can get your money back
- 03.Tax treatment and which account type this belongs in
- 04.How this exposure overlaps with what you already own
Common mistakes
- ×Sizing a position based on recent performance rather than a written plan
- ×Confusing infrequent valuation with genuine stability
- ×Ignoring the tax drag of frequent trading in taxable accounts