When I Say That AmREIT Is Irreplaceable, I Mean It's A Good REIT To Buy Today [View article]
The P/E ratio is a concern for me. REITS are not known for being fast growing companies. WRI seems like a better value unless I am missing something.
I had bought WRI at $10 and $13 after 2009 and have sold off a few shares at a time as it went above $20. I would buy a few shares back at $25 or sell a few more above $34
In Favor of 'Opportunistic Rebalancing' [View article]
While in a tax shelterd account it will not make much of a difference, in a taxable account that .25 to .3 basis point improvement will more than be eaten up by the increase in taxes.
I can hold the same AMOUNT of cash but if stocks decline 50%, am I holding more cash? So if I have 3 to 6 months of what I need to live on has my cash holdings gone up?
I buy as securities go down and sell gradually as they go up.
Dividend Yield Or Dividend Growth? How About Both, With A Dash Of Value For Good Measure [View article]
While I guess the gist of your article is to use the holdings of SPHQ as a first screen to buying individual stocks, I think many people like me will look to it as a possible investment itself.
In comparing SPHQ to IVE (S+P large value) IVE fees are .18 vs .5 and the recent out-performance over the last five years seems to be just noise. They both track each other fairly consistently over the last five years.
Don't Fret Over The Shrinking PSLV Premium [View article]
Hi Jason
PSLV just had an additional stock offering. So there are more shares now and that pushed the premium down. The money raised will be used to buy more silver at the current low prices.
The Fed, David Einhorn, And The Search For The Mythical Free Lunch [View article]
Outcast: Showme got it right. Congress should have spent a TON of money on doing ANY maintainance that would need to be done for the next five years on infrastructure hiring lots of people and given money to the states so they don't counteract that by laying off state employees. The country would have gotten something for than spending instead of missallocated resources and stimulus that goes overseas.
6 Ways To Get Your Dividends In Gold And Silver Bullion [View article]
Are any of these companies actually willing to send you physical metal or are you just talking about taking your earnings and buying gold or silver with it?
Friday Charts: Nasty Politics And The Best Inflation Hedge [View article]
There are lies, dam lies, and statistics. To that we need to add your chart and statement that Real estate and ITB in particular did better (ITB isn't real estate anyway and a better proxy would be a REIT or REIT fund ICF, RWR, etc)
Below is a link to a 5 year chart of slv (silver) GLD (gold), ICF (REIT fund), and ITB
SLV and GLD blew away ITB (and also ICF)
That is not to say that ITB MIGHT perform better going forward. I personally don't know and honestly don't care as I own the total market broken up in to individual sector funds and trade in and out of each one gradually selling on the way up and buying as they move down.
BlackRock CEO Says ETFs Will 'Transform The Fixed-Income Market' [View article]
I wish I had that client's problem. Obviously this article was not focused on the individual investor, but it still applies. Funds are easier and cheaper.
Contrarian Investing IV - Market Timing And Sector Rotation To Profit From Investor Sentiment [View article]
The problem is you are trying to predict the market and I have no clue as to where you are getting your sentiment information broken down by sector.
I own ALL the sectors and I let the price tell me when to buy and sell and at a much more leisurely pace (I review monthly and trade less) I react to what has already happened instead of attempting to predict it. Zen investing.
When I Say That AmREIT Is Irreplaceable, I Mean It's A Good REIT To Buy Today [View article]
Anyway at these levels I am looking at gradually lightening up on all my holdings till prices go down and yield goes up.
At some point I might want to diversify into other REITS so like reading your articles.
When I Say That AmREIT Is Irreplaceable, I Mean It's A Good REIT To Buy Today [View article]
I had bought WRI at $10 and $13 after 2009 and have sold off a few shares at a time as it went above $20. I would buy a few shares back at $25 or sell a few more above $34
The True Cost To Mine Silver - Complete 2012 Figures [View article]
If held in a Traditional IRA it is taxed at your marginal tax rate at the time you withdraw it.
If in a ROTH IRA is is never taxed if taken out after age 59 1/2 .
It is also not taxed if you only take out what you put in to the ROTH if younger.
PSLV "MAY" be taxed like other stocks because of its corporate structure if I remember correctly. Mining companies are taxed like other companies.
In Favor of 'Opportunistic Rebalancing' [View article]
Cash Is Not King [View article]
I can hold the same AMOUNT of cash but if stocks decline 50%, am I holding more cash? So if I have 3 to 6 months of what I need to live on has my cash holdings gone up?
I buy as securities go down and sell gradually as they go up.
DHT Holdings: Afloat After Its Q3 Earnings Release, But For How Long? [View article]
Dividend Yield Or Dividend Growth? How About Both, With A Dash Of Value For Good Measure [View article]
In comparing SPHQ to IVE (S+P large value) IVE fees are .18 vs .5 and the recent out-performance over the last five years seems to be just noise. They both track each other fairly consistently over the last five years.
Any thoughts?
Don't Fret Over The Shrinking PSLV Premium [View article]
PSLV just had an additional stock offering. So there are more shares now and that pushed the premium down. The money raised will be used to buy more silver at the current low prices.
A Simple Approach To Earn More Than 4% In Dividends [View article]
Rebalance at most once / year.
Alternately put your age % in TLT(SHY for now) and put the rest divided equally in the stock funds.
The Fed, David Einhorn, And The Search For The Mythical Free Lunch [View article]
6 Ways To Get Your Dividends In Gold And Silver Bullion [View article]
Friday Charts: Nasty Politics And The Best Inflation Hedge [View article]
Below is a link to a 5 year chart of slv (silver) GLD (gold), ICF (REIT fund), and ITB
SLV and GLD blew away ITB (and also ICF)
That is not to say that ITB MIGHT perform better going forward. I personally don't know and honestly don't care as I own the total market broken up in to individual sector funds and trade in and out of each one gradually selling on the way up and buying as they move down.
http://yhoo.it/UVT6GE
BlackRock CEO Says ETFs Will 'Transform The Fixed-Income Market' [View article]
Timber ETF Logs Gains [View article]
Contrarian Investing IV - Market Timing And Sector Rotation To Profit From Investor Sentiment [View article]
I own ALL the sectors and I let the price tell me when to buy and sell and at a much more leisurely pace (I review monthly and trade less) I react to what has already happened instead of attempting to predict it. Zen investing.
check out a friends site http://www.aim-users.com