Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

Niklashausen

View as an RSS Feed
View Niklashausen's Comments BY TICKER:
Latest  |  Highest rated
  • The Fiscal Cliff And Its Effect On Your Portfolio [View article]
    1036 was a pretty interesting year for Germany. Conrad II, the founder of the new Salian dynasty, was king and emperor. He and his successors laid the foundations for 200 years of political and economic growth, until the German monarchy crashed in 1250. But no hyper inflation yet.
    Nov 15 11:26 AM | 5 Likes Like |Link to Comment
  • Has Paul Krugman Gone Too Far This Time? [View article]
    Thanks, varan.
    Nov 13 10:52 AM | Likes Like |Link to Comment
  • Dividend ETFs 2.0 [View article]
    Yes, I saw that. By the way, I liked the article, which had lots of useful information. I just questioned the use of "fairly" to describe what appears to me to be an exceptionally concentrated ETF. I guess I expected a stronger adverb.
    Nov 1 12:19 PM | Likes Like |Link to Comment
  • Dividend ETFs 2.0 [View article]
    "This results in a fairly concentrated fund, with a massive 60% of assets in just 10 stocks and a whopping 9% in AT&T (T). "

    I would replace "fairly" with "dangerously." But the ETF is based on a Morningstar index, so what do you expect?
    Oct 31 01:26 PM | Likes Like |Link to Comment
  • Will This Late Arrival Become The Talk Of The Dividend ETF Party? [View article]
    According the to data listed at http://bit.ly/UQiaDw, the 5YR standard deviation of the underlying index is 22.91% compared to the S&P 500's 19.02%. The five-year Sharpe ratio is 0.323 compared to the S&P 500's 0.051. So it looks like if you can stand the volatility, you may profit from a higher returns.
    Oct 27 07:20 AM | 1 Like Like |Link to Comment
  • Dividends Versus Homemade Dividends [View article]
    Beat me to the punch!
    Oct 25 03:51 PM | 1 Like Like |Link to Comment
  • Dividends Versus Homemade Dividends [View article]
    The idiom is "ivory towers" of academia.
    Oct 25 11:27 AM | Likes Like |Link to Comment
  • The Johnny Appleseed Approach To Investing [View article]
    Clever, very clever. Nice work.
    Oct 23 06:29 PM | 2 Likes Like |Link to Comment
  • The Johnny Appleseed Approach To Investing [View article]
    Eli,
    Thanks for an enjoyable read, with one minor exception: the idiom is "utmost," not "up-most" or "upmost." Sorry for the grammatical quibble, but I have corrected too many undergraduate essays during my career.
    Oct 23 03:27 PM | 3 Likes Like |Link to Comment
  • 5 Years Until Retirement? What's Your Plan? Part II [View article]
    Congratulations, Bob. Excellent analysis, as usual. And nicely written too.
    Are there any utility stocks that might be suitable for this strategy right now?
    Oct 23 09:36 AM | Likes Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Thanks, Bob. I enjoyed "5 Years Until Retirement" Part I yesterday and am about to read Part II shortly. Keep 'em coming!
    Oct 23 09:05 AM | Likes Like |Link to Comment
  • VCIT: An Alternative Approach To Tackling Corporate Debt [View article]
    If you're going to go intermediate, I like CIU at 3.27% and 4.31 years.
    Oct 22 02:04 PM | Likes Like |Link to Comment
  • VCIT: An Alternative Approach To Tackling Corporate Debt [View article]
    Sorry, bsorge, I didn't catch your meaning. Did you mean both shorter duration and a yield over 3% with some other bond ETF?
    Oct 22 01:55 PM | Likes Like |Link to Comment
  • VCIT: An Alternative Approach To Tackling Corporate Debt [View article]
    VCIT's average effective duration of 6.23 years (Morningstar) is too long for me. I prefer VCSH at 2.81 years. If interest rates kick up, VCIT's yield difference over VCSH (3.37% vs. 2.22%) will likely get wiped out by the decline in its market price.
    Oct 22 09:05 AM | 1 Like Like |Link to Comment
  • Demystifying The 'Dividend Illusion' [View article]
    Now, now.... Mind your manners!
    Oct 21 09:31 PM | 1 Like Like |Link to Comment
COMMENTS STATS
193 Comments
88 Likes