The Money Masters: Argentina Vs. Australia [View article]
The cutures of both countries, and politics, internal and external are quite different. Argentina politicians have a quasi-Venezuelan understanding of the world, sadly. There is practically no convertibility between dollars and pesos, and real estate can not be sold in dollars, and the values of real estate there are completely devaluated. I would agree that investing in tourism is the right approach though. If there are changes in the political scen, with a new political party taking over power, then yes, Argentina might be the place to be in Latin America, because of the several years of lack of development during this current administration, it will need to catch up.
A New Permanent Portfolio For The 21st Century [View article]
I like your post, also that you answer to all comments even if there are contrarian to your own views. My view of your recommendation is that in a major risk off period it will suffer considerably (e.g. repeat of 2008). Any thoughts about that? Thanks!
Allocating Within The All-Weather 4 ETF Portfolio [View article]
Excellent work, I admire how nicely you write, and easily explain a myriad of complicated economic dynamics. Evidently you have been thinking about this for a while at least, and I must admit, it makes a lot of sense.
A couple of questions:
Currencies other than the US dollar and commodities, real estate, and stocks with pricing power may protect in times of inflation, as an alternative to TIPs. In a way, inflation is devaluation of the dollar. Any thoughts about this?
How do practically time the rebalancing and allocations, because that is actually the difficult part, if it not done mechanically. And doing out automatically it does not make all the sense of the world because while we would be buy low and selling high (the different class of assets) dollar averaging losers it is not a best practice either.
A Comparison Of High-Yield Mortgage REIT ETFs And Their Holdings [View article]
Hi Zvi,
So which ETF you would recommend to have exposure to mREITs? Or in your opinion it is better to buy a few individual mREITs? Any comments on their expenses?
The Truth About Warren Buffett And 'Forever Investing' [View article]
Contemplating Market Vectors Vietnam ETF: What I Learned From Sir John Templeton [View article]
The Money Masters: Argentina Vs. Australia [View article]
A New Permanent Portfolio For The 21st Century [View article]
My view of your recommendation is that in a major risk off period it will suffer considerably (e.g. repeat of 2008).
Any thoughts about that?
Thanks!
Against The Grain: A 100% Bond Portfolio With Negative Correlation To A Broad Bond Market ETF [View article]
Thank you for sharing.
Allocating Within The All-Weather 4 ETF Portfolio [View article]
A couple of questions:
Currencies other than the US dollar and commodities, real estate, and stocks with pricing power may protect in times of inflation, as an alternative to TIPs. In a way, inflation is devaluation of the dollar.
Any thoughts about this?
How do practically time the rebalancing and allocations, because that is actually the difficult part, if it not done mechanically. And doing out automatically it does not make all the sense of the world because while we would be buy low and selling high (the different class of assets) dollar averaging losers it is not a best practice either.
Thanks!
Daniel
ETFs Vs. Mutual Funds: Costs And Returns [View article]
How To Lower Risk And Build A Margin Of Safety [View article]
A Comparison Of High-Yield Mortgage REIT ETFs And Their Holdings [View article]
So which ETF you would recommend to have exposure to mREITs? Or in your opinion it is better to buy a few individual mREITs?
Any comments on their expenses?
Thanks for your wonderful informative postings
Dan
TUR: The Safest Way to Invest in the Middle East, For Now [View article]