Geoffrey Lordi

http://www.iveephotography.com
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44 Comments

    • Mon Jan 14th 10:30 AM | Rating: 0 0
      Commented on:
      An ETF Package That Outperforms the S&P 500
      Hi,

      I imagine this allocation model is more a general concept exercise than a directive to select only iShares' products. There are, after all, less expensive etfs, and better performers, as well. Still, as a domestic only exercise, it's an interesting concept.

      I've seen some folks build some models solely on market capitalization, as well (the famous/infamous "9 square" model), which is also a fine study, albeit difficult to keep appropriately tuned.
      View article »
    • Wed Jan 9th 23:04 PM | Rating: 0 0
      Commented on:
      Global Asset Class Returns: U.S., Tech Stocks Off to Bad Start
      Goatfarmer - the time period might be relevant to those with short time horizons. I've recently fielded some questions re: how good a move into FXP would be considering China's recent floundering...I'm glad we didn't consider it yet, as it was down heftily on Wednesday.

      Many folks had counted China as "needing" a breather (whether you or I agreed with that or not)...And the talking heads on CNBC, Bloomb., et al, have been flapping about Germany, Sweden, and Mexico as worthy, safe, "alternatives&quo... So, yes, I believe 2 weeks' analysis is meaningful - especially if some folks had planned to move from China/HK holdings into "sounder" European holdings (despite our thoughts - or, at least, mine - that Europe is not considerably safer than the US)...

      Best,
      Geoff L
      View article »
    • Wed Jan 9th 22:56 PM | Rating: 0 0
      Commented on:
      Vanguard Gets Gold Medal for ETF Growth
      Noteworthy article.

      Although there are myriad examples of "reduced rate one-upsmanship" (great for us!), another Vanguard vs. iShares example is VWO vs. EEM. The former, for the period in which we've invested-about 1.6 years, not only outperformed the latter-by around 4%, but charged significantly less for doing so (0.30% vs. 0.74%, according to Yahoo! Finance)...We'll take it!
      View article »
    • Wed Jan 2nd 14:51 PM | Rating: 0 0
      Commented on:
      5 Tactics for 2008
      Ellen,

      Indeed, you are correct. We have owned both - Singapore (EWS) and Sweden (EWD) - concurrently, and separately, over the last few years.

      Best,
      GL
      View article »
    • Wed Jan 2nd 11:15 AM | Rating: 0 0
      Commented on:
      5 Tactics for 2008
      User 114747,

      Thanks for reading my article.

      As I noted, a very high r^2 does not offer a traditional hedge, per say. Still, my investment return, including dividends, in EFA last year was more than triple that in our holdings of VTI.

      While much of that gain multiple was due to the favorable currency denominations of many of EFA's tracked holdings, that (circularly) was *the* reason that EFA does provide a type of hedge - while many companies in the VTI might garner a reasonable percentage of their earnings from international business, nearly all of EFA's constituents do so. My sincerest apologies if I wasn't clear enough in my explanation.

      And regarding my other hedges - consider them, or don't. I know what works for me, and as long as I am further building our funds (I am), then we should each take whichever path best works for us.

      Best,
      GL
      View article »
    • Wed Jan 2nd 11:08 AM | Rating: 0 0
      Commented on:
      5 Tactics for 2008
      Hello, NARSpin,

      Thanks for your comments.

      I have used SKF before, and feel it is a good tool. It certainly provided some ballast during the steepest declines in banking, though I haven't been recently inclined to use it, caring to put together some cases for other investment possibilities instead.

      Best,
      GL
      View article »
    • Wed Jan 2nd 11:04 AM | Rating: 0 0
      Commented on:
      5 Tactics for 2008
      Hello, NoFate,

      Thanks for your comments.

      Yes, I am holding IYR, even as I consider a moderate position in SRS. The reasoning behind it is this long/short strategy has worked for me in the past with other tracking etfs as a sort of counterbalance. If I implement correctly, I should see some dampened volatility.

      Another reason is that I've been long IYR for a considerable period of time, and although I suppose I could have sold some as long term gains prior to December 31, I didn't really have many losses to offset this year.

      Best,
      GL
      View article »
    • Sun Dec 30th 12:10 PM | Rating: 0 0
      Commented on:
      5 Tactics for 2008
      Hey, folks,

      Regarding the currency hedge section above...I meant that we already have exposure to the Euro (FXE) through our holdings such as Unilever, and to the Yuan through some of our PRC holdings. Although the FXY does indicate the CurrencyShares offering for Yen investing, I'm not sure how FXY got attached above to the China side of things...

      Thanks for reading!
      Geoff
      View article »
    • Thu Dec 20th 02:54 AM | Rating: 0 0
      Commented on:
      Grail Advisors Files for Second Ever Active Quant ETF
      Unfortunately, if one looks hard enough, one will find someone, somewhere, who will "invest" in anything...
      View article »
    • Mon Dec 17th 21:26 PM | Rating: 0 0
      Commented on:
      Barron's Blunder: Berkshire Is Fairly Valued, With or Without Buffett
      Seconded: a fantastic article.
      View article »
    • Tue Dec 11th 21:12 PM | Rating: 0 0
      Commented on:
      New Nukes is Good Nukes in China
      This is a well researched article: thanks.
      View article »
    • Wed Nov 14th 10:35 AM | Rating: 0 0
      Commented on:
      Telecom New Zealand: Shelter from the US Dollar
      Regulatory changes are natoriously difficult to game, and I appreciate you making the effort. ROE looks good, as does ROTC at ~20%. Of course, this isn't a hard and fast rule, but it is an interesting nugget. Gross margins, likewise, are nice, too, operating slightly above T, and somewhat more above S, VZ, and Q. I would be, however, concerned about the strength of the dividend?
      View article »
    • Thu Nov 8th 21:41 PM | Rating: 0 0
      Commented on:
      Chinese Security Companies Serve Lukewarm Offerings
      Hi, China,

      To be honest with you, I'm just not wild about either of these positions. Coincidentally, since I wrote this piece, it seems that other investors might have taken inventory of the lofty prices, and reevaluated their positions. I am long China, but I'm not really interested in being long either of these positions at these levels. Perhaps with some significant contraction - and debt reduction - we can reevaluate at a later date.

      Best,
      Geoff
      View article »
    • Thu Nov 1st 21:43 PM | Rating: 0 0
      Commented on:
      Chinese Security Companies Serve Lukewarm Offerings
      Hi, doodler,

      Thanks for the kind words. My 13% assessment, though, was only relevant as of 11AM on Wed when it was down between 12-15%. You're absolutely right, though, about its level at the beginning of October. Thanks, again.
      View article »
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