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Don’t Wait to Diversify Your Portfolio

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smartbrief.com

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investingweekly@smartbrief.com

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Sat, Dec 16, 2023 04:12 PM

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Created for {EMAIL} | This is a paid advertisement. SPONSORED CONTENT FROM YIELDSTREET In today's fi

Created for {EMAIL} | [Web Version]( This is a paid advertisement. SPONSORED CONTENT FROM YIELDSTREET [Thinking of ways to invest beyond stocks and bonds?]( In today's financial landscape, modern asset diversification is essential for high-income self-directed investors. With traditional investments like stocks and bonds showing greater volatility and correlation than prior decades, many investors are exploring private market alternative investments to optimize their portfolios. Private market alternatives have long been an important part of institutional portfolios. Now, investors like you can easily invest in assets like real estate, private credit, private equity, and more. When private market alternatives are added to a portfolio, they have historically delivered higher returns with less risk. Thankfully, Yieldstreet has made investing in private markets easier than ever. Yieldstreet brings the potential returns and diversification opportunities you’ve been searching for - all on one platform. With 500 offerings launched to date, Yieldstreet offers a variety of debt and equity products across multiple asset classes. Explore why investing with Yieldstreet can help you and your portfolio. Varying yields and maturities Invest on your terms with maturity rates ranging from three months to five or more years. Goals-based investing Whether you’re looking to generate income, grow your portfolio’s value, or some combination of both, Yieldstreet offers a variety of opportunities and filters that can help you find your next investment opportunity. Due Diligence Yieldstreet investments must undergo a four-step vetting process before becoming available to investors like you on the platform. Investments first go through originations and screening, where our originations team screens each opportunity and prospective partner. The second step is diligence, where both Yieldstreet originations and investment teams conduct a multi-step review of the prospective partner's tracker record, experience, and reputation. Next, the assessment begins, and the opportunity is passed to the respective Yieldstreet investment team to conduct their own assessment of the opportunity. Finally, the opportunity is vetted by two committees that review the investment thesis, associated risks, mitigating factors, and downside protection. Since its inception in 2015, we have reviewed over $44B in investment opportunities, with less than 10% making it through the approval process. Consistent performance across market cycles Yieldstreet believes transparency is crucial to our over 450K member base. Our inception-to-date performance speaks for itself. Since its inception in April 2015, members have invested $4B+ across 500+ offerings. Our investments have an 8.1% net annualized return; over 87% have performed within 0.5% of their targeted return or better. We have paid inventors a total of $2.7B+ in principal and returns. If you’re unsure where to start, explore some of our top asset classes. Real Estate Access a wide spectrum of real estate investments typically only available to institutions - all at accessible minimums. Over $820M has been invested in real estate on our platform and has returned a realized net annualized return of 9.5%. Private Credit Generate interest at rates generally above traditional fixed income (bonds) by lending to companies. Over $800M has been invested in private credit and has returned a realized net annualized return of 8.5%. Structured Notes Long used by financial institutions, these financial tools can help generate income from stocks without the volatility. Over $250M has been invested in this asset class on Yieldstreet, with a realized net annualized return of 6.8% Start your private market journey alongside $450K+ members with Yieldstreet. Head to [Yieldstreet]( to give your portfolio a modern touch and invest beyond today's stock market. [LEARN MORE]( Past performance is not indicative of future results. Diversification does not ensure a profit or protect against a loss in a declining market. Realized net annualized return by Investment represents the net realized return, using an internal rate of return (IRR) methodology, for each Investment, from each Investment's respective inception to maturity dates, after deduction of management fees and all other expenses. Performance is based on unaudited internal calculations and subject to change. Actual realized performance experienced by an investor may deviate materially from these current operating results. The weighted average realized net annualized return by asset class represents a historical average net realized return, using an internal rate of return (IRR) methodology, with respect to all matured investments in the asset class indicated, weighted by the investment size of each individual investment in that asset class, made by private investment vehicles in the asset class indicated managed by YieldStreet Management, LLC since inception after deduction of management fees and all other expenses charged to investments. All calculations are based on unaudited internal calculations, are subject to change, and may differ from the fund performance, returns and payments that an investor will actually receive. Numbers presented are rounded to the first decimal. Important disclosures: Alternative investments involve specific risks that may be greater than those associated with traditional investments; are not suitable for all clients; and intended for experienced and sophisticated investors who meet specific suitability requirements and are willing to bear the high economic risks of the investment. Investments of this type may engage in speculative investment practices; carry additional risk of loss, including possibility of partial or total loss of invested capital, due to the nature and volatility of the underlying investments; and are generally considered to be illiquid due to restrictive repurchase procedures. These investments may also involve different regulatory and reporting requirements, complex tax structures, and delays in distributing important tax information. This communication and the information contained in this article are provided for general informational purposes only and should neither be construed nor intended to be a recommendation to purchase, sell or hold any security or otherwise to be investment, tax, financial, accounting, legal, regulatory or compliance advice. Any link to a third-party website (or article contained therein) is not an endorsement, authorization or representation of our affiliation with that third party (or article). We do not exercise control over third-party websites, and we are not responsible or liable for the accuracy, legality, appropriateness, or any other aspect of such websites (or articles contained therein). * Source: Yieldstreet. As of 11/30/2023. Past performance is not indicative of future results. Principal & returns paid to investors represents cumulative historical amounts made back to investors by investment vehicles managed by YieldStreet Management, LLC since inception. The percentage of offerings figure is calculated by dividing the number of matured offerings, excluding our Short Term Notes program, managed by YieldStreet Management, LLC since inception that have performed within 0.5% of their targeted return, or better, by all such matured offerings. Where targets were expressed as a range, the midpoint has been used. The realized net annualized return represents a historical average net realized return, using an internal rate of return (IRR) methodology, with respect to all matured investments, except our Short Term Notes program, weighted by the investment size of each individual investment, made by private investment vehicles managed by YieldStreet Management, LLC since inception after deduction of management fees and all other expenses charged to investments. Not representative of actual results realized by any investor. All calculations are based on unaudited internal calculations, are subject to change, and may differ from the fund performance, returns and payments that any individual investor in such fund actually received. Numbers presented are rounded to the nearest decimal. About this email: Future will occasionally send emails from our business partners promoting products and services likely to be of interest to our readers. [Unsubscribe]( | [Privacy Policy]( [Future]( © Future Publishing Limited. Reg No. 2008885 England. Quay House, The Ambury, Bath BA1 1UA.

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