I would like to add another though stretched but plausible option to the list.
First assumption is that taking into account all tax and other costs (also time needed to track portfolio companies) associated with investment, economically it’s not a profitable option to invest in US direct equity with a few thousand dollars.
Say a HNI starts with an investment of at least half a million dollars and makes it big in the next few years by God’s grace after surviving a brutal bear market (eg. that we are in now) and death. In such a case, if the person wants then he/she could either liquidate or take a loan against portfolio stocks to apply for EB-5 Visa (minimum investment requires $800K) and get the coveted green card in a couple of years time (way better than obtaining a GC with other usual available options). That way the person and family could avoid US estate tax forever:)
Otherwise I don’t see any justification to invest in US direct equities given the risks involved with it. It should only be taken as high risk and high reward option.
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