streetTRACKS Wilshire REIT (RWR)

All Comments on RWR

  • commenter
    Geoff
    Considine
    Apr 16 06:18 PM
    My Website
    Portfolio Theory Vindicated [view article]
    Typo noted:

    The table showing the performance of the portfolio for the 2.1 years through Jan 08 is labeled as going from Jan 2005-Jan 08, which is 3 years. The period used for the analysis is the 2.1 years specified: Jan 2006-Jan 2008.

    GC     Reply
  • commenter
    Roger
    Nusbaum
    Apr 16 08:52 AM
    My Website
    Swensen's 20% in REITs Is Too Much for Me [view article]
    a lot of what I read says that the RE crisis is just now getting to Oz, Spain, Ireland, UK etc. does that effect an Aussie mall operator with half its properties in the US? do you want 20% in Japan RE? The HKD peg does some strange things to HK RE and interest rates what do you know about that?

    I've got some questions for you but not too many answers. Is your interest because it is down from where it was or because looking forward you can build a case for it going higher?     Reply
  • commenter
    sunrises
    Apr 15 01:33 PM
    Swensen's 20% in REITs Is Too Much for Me [view article]
    What is your opionion of WPS? WPS is in its lower range. Do you see WPS gaining in the forthcoming days? Is international real-estate moving better than domestic? Reply
  • commenter
    Geoff
    Considine
    Apr 14 12:38 PM
    My Website
    Outlook for Select Sector ETFs [view article]
    Ben:

    Good question. I would say that this could be one data point among several. Buying individual stocks means that you have a specific view of a firm and want to own it. I would never do so just on the basis of QPP. I would also want to consider default risk via the tails--see my articles on this. Underpriced can also mean 'distress.'

    Geoff     Reply
  • commenter
    Ben5519
    Apr 12 11:21 PM
    Outlook for Select Sector ETFs [view article]
    Geoff,

    Great article. I am curious - do you think that this strategy of using QPP's future projections to help predict sector performance can be used with individual stock picking? For instance, if a stock has been performing poorly and QPP predicts a significant increase in return, is that perhaps a signal that the stock is a good buy?

    Thanks,
    Ben     Reply
  • commenter
    SeekingAlpha
    Editors
    Apr 06 05:16 AM
    My Website
    General Discussion on RWR
    Is this a buy or a sell? Reply
  • commenter
    Geoff
    Considine
    Mar 30 01:13 PM
    My Website
    Portfolio Theory Vindicated [view article]
    Aquater:

    QPP is perhaps the best documented portfolio management tool ever built. There are over 800 pages or tests and analysis available at quantext.com. It does not make sense to describe the tool in depth in every article.

    Geoff     Reply
  • commenter
    Roger Beep
    Mar 28 11:57 AM
    Fixing Target Date Strategies: 'Target Date Folios' [view article]
    Geoff;

    As an addendum to this paper I would like to see a comparison of the cumulative life time fees associated with the seven target date funds mentioned compared to forecasted return. How much and what percent 'draw down' do the fees have on each fund mentioned?
    Reply
  • commenter
    Jonathan
    Liss, SA
    Editor
    Mar 27 03:07 PM
    Portfolio Theory Vindicated [view article]
    If you look on the author's bio page, there is a brief explanation of QPP as well as a link to his site with a much more in depth explanation. Reply
  • commenter
    Aquater
    Mar 27 02:07 PM
    Portfolio Theory Vindicated [view article]
    Not clear what is QPP precisely based on. Unless that is specified, the impression will remain that speculation and hindsight are at work. Why can't the author come up with a brief description of QPP or say that it is proprietary and cannot be revealed?
    Reply
  • commenter
    kg_alpha
    Mar 27 03:09 AM
    Fixing Target Date Strategies: 'Target Date Folios' [view article]
    It appears that IYE, which is listed as one of the 17 ETFs components in your article, is not included in the 16 ETFs universe that serves the Folio's. Any reason for the departure? Reply
  • commenter
    Roger Beep
    Mar 26 02:00 PM
    Fixing Target Date Strategies: 'Target Date Folios' [view article]
    For the vast majority of investors who are starting out the ‘Target Date Folios’ concept would seem to take the angst out investing and portfolio planning, putting things on autopilot. I have a few questions in the form of ‘system checks’ before one is on the glide path. (1) Initially how is investor’s risk tolerance determined? (2) How are other systems checked out prior to embarking on the glide path; these are embedded financial systems such as household cash flow or budget that may utilize another kind of asset allocation plan. Does FOLIOfn work with their clients and assist them in the development of these subsystems? (3) How often and how is glide path error correction factored into the process over the years? As I recall ESP Planner was an effort at optimizing some of these embedded factors. In that vein, are there similar investor financial systems checks in FOLIOfn’s planning that provides for glide path error correction over the years? Aside from these questions the concept and FOLIOfn’s product seems like a breakthrough for individual investors and the article is exceptionally well written. Reply
  • commenter
    manhapf
    Mar 25 06:53 PM
    Fixing Target Date Strategies: 'Target Date Folios' [view article]
    Wow! Very well written article Geoff! Concise, comprehensive and persuasive. Reply
  • commenter
    johnthebear
    Mar 22 05:07 PM
    The outlook for REIT ETFs (IYR, RWR, VNQ) [view article]
    SO WHAT IS YOUR CURRENT THINKING?

    IYR HAS FALLEN A LOT, BUT HOW MUCH MORE IS YET TO COME AS JUNK BOND YIELDS AND CAP RATES RISE?     Reply
  • commenter
    johnthebear
    Mar 22 05:07 PM
    The outlook for REIT ETFs (IYR, RWR, VNQ) [view article]
    SO WHAT IS YOUR CURRENT THINKING?

    IYR HAS FALLEN A LOT, BUT HOW MUCH MORE IS YET TO COME AS JUNK BOND YIELDS AND CAP RATES RISE?     Reply
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