Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
O, HCN, WPC and VTR make up my personal REIT collection, and I'm really happy with that team which makes up about 15% of my IRA.
By the way, I added WPC two and a half years ago on a recommendation from Scott who used to contribute here.
Thanks …
Not sure that I agree with the premise of the article. While I personally have no interest in commodities, real estate has certainly shown to be a good counterweight in my portfolio and fits nicely within the income sleeve in the IRA.
Thanks Ted. The snippet below is a good rule of thumb regarding diversification:
"Diversification means different things to different people, but regardless of portfolio composition the objective should be to eliminate any unwanted or uncompensated…
I'm a bit surprised that we haven't seen a (normal and routine) downward tumble in some time, even though there have been a number of events which normally may have served as a catalyst for this to happen. The "BREXIT" may be the straw that breaks t…
Not sure what his issue is....watching the press conference today, she maintained her position of the Fed being data dependent. If that is the policy, then Jeff will no doubt be disappointed in the absence of a forecast.
Almost 11% of SOCL is invested in LNKD. That's today's big winner.
And looking at their portfolio, I'm guessing almost 20% of their holdings will be buyout targets within 18 months.
Edmond, per Ted's link, it is perhaps active managers who may step into the REIT space to guard against being caught under-allocated in this newly created space. Only time will tell if this will unfold in this fashion.
I suppose this is good news to those of us who are already in RE funds...
You're probably right Crash. I think the February dip may have been the last good opportunity to add to existing positions for awhile.
I was able to accumulate 3-4 years of bucket 1 expense dollars split between a taxable account and an IRA, allocated to these funds:
Taxable: VWITX
IRA: ZEOIX, PIFZX, SSTHX, SUBFX
Anything above ~2% is a win.
This is a fascinating battle, as internal treasury officials in concert with outside financial players have conspired to undermine F&F in order to drive their function to the banks....the same guys which created the recent disaster in the first …
After purchasing several REITS's on a pullback in February, I am firmly in the pondering camp. My equity allocation is at an all-time low (for me). I've taken the additional measure of removing the automatic re-investment of all interest and dividen…
Very few artists posses the talent and creativity to remain pertinent over a span of decades. I remember thinking this when Bowie passed a few months back. You literally can count them on your hands. Prince was one of the few other figures I could t…
Hi Art....I recently sold FPACX in both my taxable and tax-advantaged accounts. In the IRA, I've replaced it with VWINX...which is now my largest holding in that account as I swapped BERIX earlier for VWINX. For a conservative allocation fund, I've …
hi randynevin, it was actually prior to the company offering a 401K, but was a part of an employee profit sharing account if I remember correctly, which eventually rolled into a 401K. I don't have the original paperwork on this, but I believe it was…
This whole issue related to the GSE's has been frustrating, so much so that I even communicated with my Senator, Sherrod Brown who's the ranking member on the Senate Banking Committee. My sizable FAIRX position may have had just a bit of motivation …
That big pop is what happens when a hyper-concentrated fund has a holding which spikes up 35%.
It appears that Bruce's lawsuit to free up Fannie and Freddie may turn out well. It looks like our esteemed Congress knew that the two were solvent and i…
Thanks for posting this Ted.
Nice article Lewis. I was not familiar with SPHD, but this looks like it could fit nicely in an income sleeve....on the next pullback.
It's revealing when the fund companies you truly admire can be counted on the fingers of one hand. VPMCX was the first fund I ever owned, when the first company I worked for, which was based in King of Prussia PA offered this Primecap fund to employ…
Will...I went through a similar process as you, and ended up pairing PIMIX, DBLTX along with WATFX and PTIAX. These 4 serve as the core of my bond holdings.
Works for me but I choose to own the individual companies rather than either of those two elf's who's blended yields give me pause.
Likewise. So far, this year is similar to 2011 where the dividend payers provided the positive ballast for the equity…
Hi Crash....no, I do not have a position in LXP. You may want to check Seeking Alpha, as I see several detailed write ups on that holding. Sorry I couldn't be of more help.
press
Hi Old_Skeet
Despite a nice rebound, I remain a bit more cautious as to near term prospects. I am more optimistic in general about the 2nd half of the year however, so with another dip I may be inching forward. The last several months have been ext…
Mr. Skeet...looks like a positive open per the futures, which is a surprise quite frankly given China has been on ice for a week.
But...what has changed from a few days ago? The same headwinds are still there and nothing has been resolved.
The Supreme Court is an integral component of the functioning of our democracy. The Constitution is clear as to how vacancies are filled, and I would presume those wishing to follow the Constitution are familiar with the process.
Or...maybe not.
