|
|
| *Home>>>Fund Portfolio |
REIT mutual fund and portfolio diversification? |
I know that REIT's (I use Vanguard) are considered equity funds, BUT would it be better to view and place these more as bond funds?. Their behavior seems to be a combination of both equity and bond funds but it seems like it might be better to place these in the bond side of my portfolio If you buy them primarily for their income like I do, then consider them as "fixed income" investments, therefore similar to bonds. Also, I would suggest buying a few actual REIT's instead of the mutual funds. You are lookin for income, so why share 1.0% or even more with a mutual fund manager? Buying 6 or 8 good ones is like having your own fund. To some extent but they are too volatile to be bonds. Have been headed just 1 way so seem safer than are. Should be using a closed end investment co like IGR or RRE; etc instead of a mutual fund to buy Reits. They sell at a discount to asset value which helps a lot. RIET's are hard assets and should be held as such in your portfolio. Neither a bond or a true equity but most programs will put it in as an equity. Outlook is mixed for 2007. Study the forecasts and watch the fed. |
| Tags |
| High Yield Hedge Fund Gold Investment Global Investment Fund Portfolio Fund Performance Fund Manager Fund Management Forex |
| Related information |
Morningstar, by far. It has the customizable "My View" which lets you choose which parameters you want, and there is a long list of available parameters ...It's not really a fundraiser, since there isn't a non-profit organization involved. You're raising money to offer a reward, in the hopes that someone turns in that terrible person. ... index fund only invests in those stocks which represent the index and in almost the same proportion as the stock is represented in the index. So returns of index fund is almost in line with the ret... being a high risk investor, you can enter a Mutual fund with a huge leverage on equities and less on bonds. U pick investment sectors like information tech stocks in india which are undervalued. ev... OK, the general principle is that you will underperform the index by the amount of fees you are paying. But because fund returns go up and down and some funds are lucky and some unlucky, that is on... 42 mill ...Are you trying to be a REIT? Sounds kind of strange. If you are making such a nice profit, why do you want investors? To further leverage what you have and buy more? ...A value fund invests in companies that are undervalued on whichever valuation metrics that portfolio manager looks at. Companies in the portfolio would most likely be pretty boring companies to mos... |
Categories--Copyright/IP Policy--Contact Webmaster |