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Todd Johnson
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Invest. Manage risk. Communicate. Educate yourself. Make profits. It's DividendLab. Visit http://dividendlab.com for details. Hello, My name is Todd Johnson. Iā€™m a family man, sports fiend, health nut, technology buff, long-time stock investor, and a very lucky mountain climber, all of which has... More
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  • 07.24.13 Sell REITs, Agency mREITs, BDCs, Bond Funds 11 comments
    Jul 24, 2013 3:17 PM

    Keep things simple.

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Comments (11)
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  • reader
    , contributor
    Comments (325) | Send Message
     
    Are you kidding????
    24 Jul 2013, 09:28 PM Reply Like
  • Todd Johnson
    , contributor
    Comments (6952) | Send Message
     
    Author’s reply » Hi Reader, I never kid if I am trying to make money. Todd
    26 Jul 2013, 10:40 AM Reply Like
  • william l
    , contributor
    Comments (44) | Send Message
     
    I agree as he uncertainty regarding timing of reduction of fed purchases of mortgages and bonds creates risks. The main risk is the market over reacts to bad news and less so to good news. Thus i perceive more downside risk to these assets than stability.
    25 Jul 2013, 01:39 AM Reply Like
  • Todd Johnson
    , contributor
    Comments (6952) | Send Message
     
    Author’s reply » Hi William, thanks for the thoughts. TJ
    26 Jul 2013, 10:40 AM Reply Like
  • Jralpha1
    , contributor
    Comments (3) | Send Message
     
    What excellent timing!
    25 Jul 2013, 09:33 AM Reply Like
  • James Sands
    , contributor
    Comments (2005) | Send Message
     
    I am a buyer, the more bonds go down, the more I buy. They'll come back, they always do.
    25 Jul 2013, 11:28 PM Reply Like
  • Todd Johnson
    , contributor
    Comments (6952) | Send Message
     
    Author’s reply » Hi James,

     

    You are right, bond rates are typically 2%. I can't imagine the rates going higher. </wink>
    26 Jul 2013, 10:41 AM Reply Like
  • Todd Johnson
    , contributor
    Comments (6952) | Send Message
     
    Author’s reply » Hi James,

     

    I wish you great wealth and terrific health.

     

    Todd
    26 Jul 2013, 10:38 AM Reply Like
  • James Sands
    , contributor
    Comments (2005) | Send Message
     
    Thanks Todd,

     

    Same to you.

     

    James
    26 Jul 2013, 10:49 AM Reply Like
  • jakefountain
    , contributor
    Comments (390) | Send Message
     
    TJ, With you on bonds and MReits but from December 1976 to October 1981 10 year treasury rates leaped from 6.87 to 15.15% and the value of the NAREIT equity REIT index gained 15.8% on an annual basis. Increasing rates correspond to economic growth and higher demand.
    26 Jul 2013, 05:23 PM Reply Like
  • Todd Johnson
    , contributor
    Comments (6952) | Send Message
     
    Author’s reply » Hi Jake, the 5-year QE 1, QE 2, QE 3 had zero impact upon decreasing rates - its intended effect? http://bit.ly/5BsyVl
    27 Jul 2013, 01:57 PM Reply Like
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