At Platinum Ridge Private Equity Fund, LP, we understand that no two investors are the same—which is why we offer a range of portfolio options tailored to meet varying financial goals, risk tolerances, and life stages. Whether you’re seeking steady monthly income or long-term capital appreciation, our portfolios are built on time-tested value investing principles, following in the footsteps of legends like Ben Graham and Warren Buffett.
🌱 The Five Platinum Ridge Portfolio Options
Here’s a breakdown of our five portfolio offerings, each carefully designed to deliver strong risk-adjusted returns:
1. Income Portfolio
Estimated Annual Return: 7%
Dividend Payout: Monthly
Focus: Real estate leasing, home development, and entertainment properties.
This portfolio is perfect for investors seeking stable, predictable cash flow. Ideal for those in retirement or anyone looking for passive monthly income.
2. Growth & Income Portfolio (50/50 Mix)
Estimated Annual Return: 9.5%
Dividend Payout: Monthly
Focus: Balanced exposure to both real estate income and growth-stage business investments.
A great choice for investors transitioning into retirement or those who value both income and long-term capital appreciation.
3. Growth & Income Portfolio (60/40 Mix)
Estimated Annual Return: 10%
Dividend Payout: Monthly
Focus: Slightly more weighted toward high-potential business growth, while still delivering consistent income.
Recommended for investors approaching retirement who still want modest income but increased exposure to long-term gains.
4. Growth & Income Portfolio (70/30 Mix)
Estimated Annual Return: 10.5%
Dividend Payout: Monthly
Focus: Designed for those who can tolerate more risk in exchange for greater growth potential.
Best suited for investors aged 50–60 who want to build wealth with moderate monthly cash flow.
5. Growth Portfolio
Estimated Annual Return: 12%
Dividend Payout: None
Focus: Small businesses and innovative growth opportunities that empower Main Street to compete with national chains.
Ideal for younger investors (under 50) or those with retirement accounts focused on long-term appreciation.
🧠 Value Investing at Its Core
All our portfolios are rooted in the value investing methodology—prioritizing fundamentally strong companies with sustainable models, clear growth potential, and attractive entry prices. We invest in what we understand and where we believe value can be unlocked over time.
🕰️ Suggested Allocation by Life Stage
To help guide investors, we offer the following recommended strategy based on age and income needs:
- Under 50: Growth Portfolio
- Age 50–60: 70/30 Growth & Income
- Near Retirement: 60/40 Growth & Income
- In Retirement: 50/50 Growth & Income
- Need for Steady Income: Income Portfolio
🔐 Accessing the Fund
Investments are open to accredited investors and retirement savers using Self-Directed IRAs, with a minimum investment of $5,000. Our portfolios are part of a flexible, open-ended fund structure that allows new contributions and strategic diversification over time.
Whether you’re looking to secure steady income, grow your retirement savings, or build generational wealth, Platinum Ridge Private Equity Fund, LP has a portfolio tailored to you.
📩 Ready to learn more? Visit PlatinumRidgemanagement.com to request your investor kit today.
Disclaimer: Past performance is not indicative of future results. All investment involves risk, including the potential loss of capital.
