This audio lesson discusses: What are real estate investment trusts What is the difference between equity and mortgage REITs Why I don't invest in mortgage REITs What drives the returns of equity REITs What are cap rates The episode length is 9 minutes. … [Read more...]
Public REITs versus Private Real Estate
This audio lesson is on owning public REITS and versus private real estate. It also addresses the current yield on REITs versus master limited partnerships and timber REITs. The episode length is 11 minutes. … [Read more...]
New Video Added: Lesson 20 of Learn To Invest In 7 Steps
The most recent lesson in the video series Learn To Invest In 7 Steps is a short summary of what was covered in the course and a brief introduction to the next course How To Invest In Bonds. The new video course starts next week. Lesson 20: Conclusion … [Read more...]
What Is Home Country Bias and Why Does It Exist?
This audio lesson is on home country bias, which is the propensity of investors to have most of their portfolio exposure in their domestic stock and bond markets even if their home country comprises only a small percentage of the world's capital markets. For example, the Australian stock market comprises only 3% of the world's equity market capitalization (i.e. its size relative to the rest of the world), but Australian investors have 74% of their stock portfolio allocated to Australian … [Read more...]
New Video Added – Lesson 19 of Learn To Invest In 7 Steps
The most recent lesson in the video series Learn To Invest In 7 Steps introduces Step 7 - Keep Experimenting. Lesson 19: Keep Experimenting … [Read more...]
What Would Happen If Greece Exited the Euro
In the short-term a Greece exit from the Eurozone could cause a severe panic with global stock markets selling off and a flight to quality. Currently, markets are quite placid and seem to expect Greece to successfully negotiate a third bailout even though talks have broken off. A Greek exit is one of those one-off events that one can't plan for in terms of their investment strategy. It is an example of why I usually keep a cash balance and never have an allocation to stocks above a level … [Read more...]
New Video Added: Lesson 18 of Learn To Invest In 7 Steps
The most recent lesson in the video series Learn To Invest In 7 Steps explores asset allocation. Lesson 18: Asset Allocation … [Read more...]
Use of Active Bond Funds
This audio lesson shares why I generally use active funds for bonds but passive funds and ETFs for stocks. The episode length is 6 minutes. … [Read more...]
New Video Added: Lesson 17 of Learn To Invest In 7 Steps
The most recent lesson in the video series Learn To Invest In 7 Steps explores market internals, such as trend, momentum and sentiment, that can be used to help determine the optimal time to invest in an asset class. Lesson 17: Asset Class Timing … [Read more...]
How Have Bonds Performed Prior To and After The First Federal Reserve Policy Rate Increase
This audio lesson shares the performance of various bond sectors in the three months prior to and the three months after the first Federal Reserve policy rate change. The episode length is 8 minutes. … [Read more...]