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Analyste de Boston » Comments » BCS

  • Thoughts on REITS, Financials and the U.S. Dollar [View article]
    I confess I don't know much about this sector - what do REITs have to do with home prices, directly? Aren't most REITs commercial properties? What part of the mkt is "mortgage REITs" ? I'm not confident the US residential RE mkt is recovering, and I think the US commercial RE will get worse - so I don't see any reason to devote lots of time to this sector.

    OTOH, I like the intl REIT (RWX) but that's just a 5% stake in my Portfolio Model - it's UP +89% in the Rally so far. Without studying its holdings in great detail, I presume that single fund is diversified enough for my basic purposes. And so it has been!

    What other non-US REITs are suggested, as ETFs or CEFs?
    Sep 02 17:49 pm |Rating: 0 0 |Link to Comment
  • Private Equity Releverages with a Vengeance [View article]
    Since the 3/9/09 Rally began, PSP is up +124% vs. +50% for SPY. What other 'private equity' ETFs, CEFs, or MFs should be considered/compared?
    Aug 26 14:38 pm |Rating: +1 0 |Link to Comment
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