Comments on: Ask The Readers: Favorite “Speculative” Investment Now? http://www.lazymanandmoney.com/ask-the-readers-favorite-speculative-investment-now/ Saving, Earning, and Investing Money Sat, 11 Feb 2012 03:58:23 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Monevator http://www.lazymanandmoney.com/ask-the-readers-favorite-speculative-investment-now/comment-page-1/#comment-172232 Monevator Fri, 12 Mar 2010 00:13:58 +0000 http://www.lazymanandmoney.com/?p=2777#comment-172232 How is commercial property looking in the US? As bad as the headlines? I've seen nice gains since I started buying in summer 09 but I'm a bit warier now and have traded in my REIT ETFs for a more obviously value-based asset-backed company (Daejan, but it's UK-listed so probably of not much use to you, though it's not a bad time to spend $ on £-based assets!) It's internal yield is equivalent to something like a 15% un-geared yield, plus it charges service charges etc. The actual dividend yield is only 3% or so, but it has gone up for 50 years. I'd definitely at least research REITs if I were you. (Up to you though, caveat disclaimer disclaimer ;) ) How is commercial property looking in the US? As bad as the headlines?

I’ve seen nice gains since I started buying in summer 09 but I’m a bit warier now and have traded in my REIT ETFs for a more obviously value-based asset-backed company (Daejan, but it’s UK-listed so probably of not much use to you, though it’s not a bad time to spend $ on £-based assets!)

It’s internal yield is equivalent to something like a 15% un-geared yield, plus it charges service charges etc. The actual dividend yield is only 3% or so, but it has gone up for 50 years.

I’d definitely at least research REITs if I were you. (Up to you though, caveat disclaimer disclaimer ;) )

]]> By: Early Retirement Extreme http://www.lazymanandmoney.com/ask-the-readers-favorite-speculative-investment-now/comment-page-1/#comment-172209 Early Retirement Extreme Wed, 10 Mar 2010 05:36:24 +0000 http://www.lazymanandmoney.com/?p=2777#comment-172209 Telecom, particularly regional telecoms. Telecom, particularly regional telecoms.

]]> By: Matt SF http://www.lazymanandmoney.com/ask-the-readers-favorite-speculative-investment-now/comment-page-1/#comment-172208 Matt SF Wed, 10 Mar 2010 04:57:41 +0000 http://www.lazymanandmoney.com/?p=2777#comment-172208 Since you want to stick to low cost ETFs, how about the Vanguard REIT ETF (VNQ) with a 4.6% dividend yield. If you want to go riskier, you could checkout the Vanguard Financials ETF (VFH). From it's former highs, it's still down 50%+. As the old saying goes, you can't have a thriving economy without a thriving banking sector! Since you want to stick to low cost ETFs, how about the Vanguard REIT ETF (VNQ) with a 4.6% dividend yield.

If you want to go riskier, you could checkout the Vanguard Financials ETF (VFH). From it’s former highs, it’s still down 50%+. As the old saying goes, you can’t have a thriving economy without a thriving banking sector!

]]> By: JD http://www.lazymanandmoney.com/ask-the-readers-favorite-speculative-investment-now/comment-page-1/#comment-172206 JD Wed, 10 Mar 2010 04:03:11 +0000 http://www.lazymanandmoney.com/?p=2777#comment-172206 Take a look at the equivalent Schwab funds to VTI and VEU. They are slightly cheaper, believe it or not. Long term I like small cap value-- US, Int, and Emerging Markets-- the third world is still rising economically. Take a look at the equivalent Schwab funds to VTI and VEU. They are slightly cheaper, believe it or not. Long term I like small cap value– US, Int, and Emerging Markets– the third world is still rising economically.

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