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LynL

LynL
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  • Inside My Portfolio: The Holdings I Bet My Retirement On [View article]
    Appreciate your sharing your portfolio holdings and reasoning. The combined 35% weighting for the equity REIT sectors seems high, even for a longer term investment time frame. Can you share your thoughts on why you are comfortable with that sector weighting. Thanks.
    Jun 3, 2015. 09:57 PM | 3 Likes Like |Link to Comment
  • EFAV Mitigates Risk And Maximizes Returns Abroad [View article]
    Appreciate your review of EFAV. I just recently added to my portfolio to provide international developed markets exposure. I like the quality of the EFAV holdings and the 3%+ dividend yield. I am not sure what impact the strong USD will have on EFAV returns in 2015.
    Mar 3, 2015. 09:04 PM | Likes Like |Link to Comment
  • MORL February Dividend Will Bring Yield To 25.8%, But Why Has Price Declined As Treasuries Held? [View article]
    Spread between overnight rates and mortgage rates are narrowing. US 10 year and longer rates will continue to fall due to inflow of funds from overseas. As treasury 30 year treasury rates continue to fall, mortgage rates will fall. mREITs profitability will decline.
    Jan 26, 2015. 04:00 PM | 1 Like Like |Link to Comment
  • Getting Smart About Leveraged ETFs [View article]
    I agree completely with your article. Geared ETFs are for professionals and/or seasoned investors that understand the risk, and how to strategically use these leveraged ETFs depending on market conditions. Definitely not for the faint of heart.
    Sep 4, 2014. 04:36 PM | 2 Likes Like |Link to Comment
  • Is The Debt Issue Phony? [View article]
    Arne, excellent article. It is nice to have a reasoned and sensible perspective on the $17 trillion of debt. Hope you will publish more on this topic in the future.
    Oct 4, 2013. 12:57 PM | 9 Likes Like |Link to Comment
  • Fed Watch: What To Expect From The Markets [View article]
    Robert, thanks for the realistic and focused forecast for today's market reaction to the Fed's decisions and forward guidance. I am in complete agreement.
    Sep 18, 2013. 01:23 PM | Likes Like |Link to Comment
  • Marking Time Ahead Of The Fed [View article]
    Marc, thanks for recapping the key points to focus on from today's Fed report.
    Jun 19, 2013. 07:28 AM | Likes Like |Link to Comment
  • Stocks: Beware Altitude Sickness At Current Elevations [View article]
    Eric, appreciate your reasoned and objective assessment of the risks and headwinds of the equity markets. I am on board with you with MBB. Also, using REM in my allocations.
    Jun 18, 2012. 04:08 PM | 1 Like Like |Link to Comment
  • Understanding 15% mREIT Yields For Retail Investors [View article]
    Todd, excellent article. What are your thoughts on "regulatory" risk (i.e. SEC and/or Obama Administration changing the rules) for mREITs?
    Feb 17, 2012. 01:08 PM | 1 Like Like |Link to Comment
  • Debunking Myths of a U.S. Monetary Collapse [View article]
    Thank you for sharing a reasoned, balanced, and informed perspective on monetary policies.
    Aug 10, 2011. 09:35 AM | 1 Like Like |Link to Comment
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