Does Private Equity Deserve A Spot In Retirees’ Portfolio?

In general, retirees should maintain a diversified portfolio largely comprised of income producing investments. Securities like dividend growth stocks, high quality bonds and CDs should be the main focus in order to deliver a steady income that retirees can live off of for the rest of their lives. Small allocations to riskier asset classes like small caps and junk bonds for a little extra boost are OK too.


One asset class that is overlooked by many retirees is private equity. While investment in privately held companies is usually reserved for the wealthy or well-connected, individuals can indirectly invest in private equity through investment in publicly traded companies that engage in private equity investment. Some of these companies pay significant dividends to shareholders but do they fit in a retirement portfolio?

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