LQPE yields 0.28% · EQR yields 5.87%● Live data
📍 EQR pulled ahead of the other in Year 1
Combined, LQPE + EQR cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of LQPE + EQR for your $10,000?
LQPE seeks to outperform the public equity markets by replicating traditional private equity (PE) funds focused on leveraged buyouts. The actively managed portfolio comprises 70-80% equity securities and 20-30% derivatives. The funds equity component consists of US-listed stocks of any market size that mirror the industries and company characteristics typically targeted by PE funds. Securities are selected based on the sub-advisers analysis of PE data and its proprietary models. The funds dividend component includes futures contracts and futures-related instruments designed to increase equity exposure and reduce downside volatility relative to public equity markets. LQPE gains exposure to futures contracts and other derivative instruments either directly or indirectly by investing up to 25% of its assets in a wholly owned Cayman Islands subsidiary. Lastly, the fund invests in cash, short-term US Treasury securities, money market funds, and cash equivalents to serve as collateral.
Full LQPE Calculator →Equity Residential is committed to creating communities where people thrive. The Company, a member of the S&P 500, is focused on the acquisition, development and management of residential properties located in and around dynamic cities that attract high quality long-term renters. Equity Residential owns or has investments in 305 properties consisting of 78,568 apartment units, located in Boston, New York, Washington, D.C., Seattle, San Francisco, Southern California and Denver.
Full EQR Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.