Seeking Alpha

Aaron Katsman

View as an RSS Feed
View Aaron Katsman's Comments BY TICKER:
Latest  |  Highest rated
  • Retirement Investing: Imitate, Imitate, Imitate [View article]
    Robert-- you just let the cat out of the bag
    Aug 22 04:22 AM | 1 Like Like |Link to Comment
  • Retirement Investing: Imitate, Imitate, Imitate [View article]
    Buyandhold 2012, Thanks for teh compliment--- As you so aptly descrbie we can apply this pinciple to our daily lives with good results--why not with our investments.
    Aug 21 03:23 PM | Likes Like |Link to Comment
  • What Will $2 Million Get You In Retirement? [View article]
    Doug, Interesting article. I wasn't clear about one thing. You say that they had 70% in US value stocks. Did I understand correctly that you moved out of the value fund and replaced with these 6 dividend stocks? That means that you put $1.4m of their retirement portfolio in 6 stocks? Did I misunderstand or is that your model?
    Curious why not cut their stock expsoure and add some preferreds or MLP's? Keep up the good work
    May 16 02:44 PM | 1 Like Like |Link to Comment
  • Israeli Budget Cuts? Not Exactly [View article]
    Talz,

    Thanks, unfortunately like most of the world, no one looks at the details to see what is exactly in the budget.
    May 12 05:57 AM | Likes Like |Link to Comment
  • Israeli Budget Cuts? Not Exactly [View article]
    Mathew,

    Thanks for your comments. Lapid actually raised it as percent of GDP as well. According to Israelhayom, "Last week, Lapid raised the 2013 budget deficit target to 4.65% of GDP from 3%. The 2014 target was lifted to 3% of GDP from 2.75%.
    He had wanted a 4.9% target this year but backtracked after Standard & Poor's cut Israel's local currency sovereign credit rating last week, citing "recent fiscal slippage." http://bit.ly/YCurwi
    May 12 05:55 AM | Likes Like |Link to Comment
  • Olympic Investing: Can Colombia Bring You Gold? [View article]
    Jorge-- Thanks. I totally agree with you. I think the Colombia, Chile and Peru trade is one that has potential to bring solid returns for a long time.
    Aug 6 04:38 PM | Likes Like |Link to Comment
  • Argentina As A Blueprint For Greece [View article]
    Thanks for the compliment
    Feb 5 01:35 PM | Likes Like |Link to Comment
  • Argentina As A Blueprint For Greece [View article]
    Well said. They really need to leave the euro and get their sovereignty back
    Feb 2 03:15 PM | 3 Likes Like |Link to Comment
  • Retirement Planning Is All About Your Expenses [View article]
    thank you
    Feb 2 11:56 AM | 1 Like Like |Link to Comment
  • Retirement Planning With 'Buckets' Of Money [View article]
    Thanks and you are right about the SS benefit and Inflation protection although last year, keep in mind there was no indexing to inflation on SS benefits
    Jan 9 01:35 PM | 1 Like Like |Link to Comment
  • Retirement Planning With 'Buckets' Of Money [View article]
    David--Thanks for the compliment. You are correct that investors should have more bucket 3 exposure decades before retirement. Maybe that's another article. My point here was specifically for retirees. As for your cynicism( which I wholeheartedly agree with) about the fee's as a hidden agenda, it's a wonder to me why they don't try to incorporate secondary market non-traded reits. As I mentioned on the IPO these are profitable only for the advisor but leave client with a huge commission to pay. Once you get past the IPO stage, and they trade 15% lower than IPO price, they become very interesting.
    Jan 9 01:34 PM | 1 Like Like |Link to Comment
  • Retirement Planning With 'Buckets' Of Money [View article]
    It sounds that you may be a bit stock heavy. On the other hand, when you factor in your wife's income/cash and cashing out of your business you may have more than enough money to meet your retirement needs, and as such you could have a greater equity allocation in order to actually grow your assets. For retirees, this is a luxary that they don't have, and have to be more conservative in their planning approach.
    Jan 9 01:30 PM | 1 Like Like |Link to Comment
  • How To Profit From Financial Armageddons [View article]
    Moon Kil-- I would agree that cahs is safe, but if you are trying to make money in a bad market, the only surefire way is to short.... then if market drop you profit...But I do agree, that for investors with uneasyness, cash is king
    Sep 8 02:40 PM | Likes Like |Link to Comment
  • Current Market Meltdown a Potential Bonanza for Future Retirement Portfolios [View article]
    Cliff--I am not saying that there may not be a bit more downside. It's just that as an entry point now is an interesting time, if you have a long term outlook. Wile macro economic situation is no good, corporate America is doing very well. I think in the not too distant future investors are going to focus on that.
    Aug 12 07:12 AM | 1 Like Like |Link to Comment
  • Historical Portfolio Returns Irrelevant for Today's Retirees [View article]
    Retailinvestor-- u are right.Part of the point of this piece was to fit the allocation to her specific needs. Too often I see clients that have 'off the shelf' retirement portfolios that don't take their individual needs and circumstances into account.
    Aug 4 02:12 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
21 Comments
26 Likes