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Chris DeMuth Jr.
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"It's not given to human beings to have such talent that they can just know everything about everything all the time. But it is given to human beings who work hard at it - who look and sift the world for a misplaced bet - that they can occasionally find one." - Charlie Munger I look... More
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  • REITs And Yield 0 comments
    Aug 28, 2013 5:36 PM | about stocks: GPT, TMF, UBT, O, VNQ

    Over the course of the past three months, the treasury decline (see the UBT ETF) appears to have correlated with the REIT decline (see the VNQ index and prominent REIT "O" as well as our GPT).

    As a basket, long GPT and short TMF smooths out performance and captures a wide spread:

    Here is what happens when you set up both sides of the trade in equal dollar value:

    Stocks: GPT, TMF, UBT, O, VNQ
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