The Sectors Now On Shaky Ground
Russ Koesterich, CFA - at Seeking Alpha - Wed Feb 11, 2:52AM CST
Equities rose last week as the U.S. played a bit of catch-up with the international markets. A particularly strong U.S. jobs report confirmed the economy continues to improve, but also demonstrated that some areas of the stock market, such as...
FRI: 23.33 (-0.16), WREI: 47.61 (-0.42), FBND: 50.52 (-0.06), IUSB: 101.13 (-0.22), SCHH: 40.87 (-0.32), DRV: 22.00 (+0.46), GBF: 115.03 (-0.39), REK: 19.56 (+0.19), AGG: 110.76 (-0.13), DRN: 90.19 (-1.98), IYR: 80.31 (-0.44), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), SRS: 11.55 (+0.12), SCHZ: 52.63 (-0.01), BOND: 109.14 (-0.10), VBND: 50.07 (-0.09), RWR: 95.23 (-0.83), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), SAGG: 32.96 (unch), PSR: 76.21 (-0.67), BND: 82.80 (-0.19), LAG: 58.58 (-0.10), KBWY: 36.19 (-0.18)
4 Ways Alternatives Can Prepare Portfolios For The Future
Invesco US - Seeking Alpha - Fri Feb 06, 5:09PM CST
By Walter Davis Many advisors and their clients are now in the process of reviewing last year's performance and discussing how to best position their portfolios for what's to come. These reviews are taking place against the backdrop of a...
LALT: 23.33 (-0.01), PSR: 76.21 (-0.67), BKLN: 24.02 (-0.08), KBWY: 36.19 (-0.18)
Income favorites ponder the idea of rate hikes
Seeking Alpha - at Seeking Alpha - Fri Feb 06, 9:19AM CST
FRI: 23.33 (-0.16), SPG: 193.11 (-1.61), WREI: 47.61 (-0.42), O: 52.01 (+0.32), VTR: 76.61 (-0.41), GOV: 23.02 (-0.14), CSG: 8.40 (-0.03), ACC: 43.30 (-0.25), SCHH: 40.87 (-0.32), IRC: 11.07 (-0.01), DRV: 22.00 (+0.46), REK: 19.56 (+0.19), IYR: 80.31 (-0.44), DRN: 90.19 (-1.98), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), SRS: 11.55 (+0.12), HCP: 42.87 (+0.20), RWR: 95.23 (-0.83), NNN: 41.00 (+0.20), HPT: 32.09 (-0.32), EXR: 65.33 (-0.32), FRT: 143.96 (-0.58), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), GGP: 29.25 (-0.28), WRE: 28.35 (-0.22), EQY: 26.97 (-0.23), ESS: 226.69 (-1.30), OHI: 40.61 (-0.06), PSR: 76.21 (-0.67), KBWY: 36.19 (-0.18)
Fidelity adds REIT fund to ETF lineup
Seeking Alpha - at Seeking Alpha - Thu Feb 05, 11:47AM CST
FRI: 23.33 (-0.16), WREI: 47.61 (-0.42), RWR: 95.23 (-0.83), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), SCHH: 40.87 (-0.32), DRV: 22.00 (+0.46), REK: 19.56 (+0.19), PSR: 76.21 (-0.67), IYR: 80.31 (-0.44), DRN: 90.19 (-1.98), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), KBWY: 36.19 (-0.18), SRS: 11.55 (+0.12)
Where Is The Hedge?
Brad Zigler - Seeking Alpha - Tue Feb 03, 3:52PM CST
It hasn't been a great year for alternative investments. To put it simply, vanilla trumped spice. Only one alternative class-real estate-beat the S&P 500 Index in 2014. Of course, alternatives, or "alts," aren't meant to replace core...
SPY: 209.78 (+0.86), GLD: 117.98 (+0.64), HDGE: 11.05 (-0.12), AGG: 110.76 (-0.13), RALS: 41.27 (+0.06), PSR: 76.21 (-0.67)
Real Estate Trends To Watch In 2015
Amy Fry - at Seeking Alpha - Sun Feb 01, 2:18AM CST
WREI: 47.61 (-0.42), PSR: 76.21 (-0.67), DRN: 90.19 (-1.98), IYR: 80.31 (-0.44), URE: 115.05 (-1.18), FTY: 49.14 (-0.35)
Will The Sluggish U.S. Housing Market Perk Up This Year?
James Picerno - Seeking Alpha - Fri Jan 30, 7:19AM CST
Housing remains a weak spot for the US economy, as suggested by yesterday's news of a bigger-than-expected tumble in December's Pending Home Sales Index, a forward-looking measure of demand. The National Association of Realtors (NAR) said that the...
FRI: 23.33 (-0.16), WREI: 47.61 (-0.42), RWR: 95.23 (-0.83), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), SCHH: 40.87 (-0.32), DRV: 22.00 (+0.46), REK: 19.56 (+0.19), PSR: 76.21 (-0.67), IYR: 80.31 (-0.44), DRN: 90.19 (-1.98), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), KBWY: 36.19 (-0.18), SRS: 11.55 (+0.12)
REITs Reeling In Returns
Markit - Seeking Alpha - Thu Jan 29, 7:58AM CST
A recent report released by Markit's Research Signals reveals the significant outperformance of REITs in 2014 versus the broader market. Here the report's findings are analysed, delving into the deeper details behind the performance and investor's...
FRI: 23.33 (-0.16), WREI: 47.61 (-0.42), RWR: 95.23 (-0.83), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), SCHH: 40.87 (-0.32), DRV: 22.00 (+0.46), REK: 19.56 (+0.19), PSR: 76.21 (-0.67), IYR: 80.31 (-0.44), DRN: 90.19 (-1.98), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), KBWY: 36.19 (-0.18), SRS: 11.55 (+0.12)
Global Macro Performance
The Short Side Of Long - at Seeking Alpha - Mon Jan 26, 1:43PM CST
Chart 1: Global bonds have outperformed all other major asset classes (click to enlarge) Source: Short Side of Long Let us quickly look at the 12 month performance of all major asset classes. Chart 1 shows three major equity regions: US,...
OUNZ: 12.26 (+0.06), WREI: 47.61 (-0.42), CEMB: 48.68 (-0.12), BNO: 23.05 (+0.78), BNDX: 53.60 (-0.11), IHY: 24.47 (+0.11), SCHH: 40.87 (-0.32), SGOL: 120.32 (+0.59), DRV: 22.00 (+0.46), FCOR: 50.60 (-0.38), DRW: 30.14 (+0.19), XOVR: 26.52 (+0.06), DNO: 54.24 (-1.32), DRN: 90.19 (-1.98), VNQI: 56.81 (+0.57), PICB: 27.60 (+0.01), BWX: 54.15 (-0.08), DTO: 81.31 (-5.12), WPS: 38.57 (+0.32), RWR: 95.23 (-0.83), RWO: 50.49 (-0.05), CBND: 32.79 (-0.10), RWX: 44.34 (+0.30), PSR: 76.21 (-0.67), IGOV: 94.02 (-0.09), IAU: 11.89 (+0.06), AGOL: 121.01 (-0.19), DWTI: 95.90 (-7.40), FRI: 23.33 (-0.16), OLO: 7.58 (+0.02), HYEM: 23.12 (+0.13), PGHY: 23.27 (-0.13), ANGL: 27.22 (-0.13), UJB: 58.70 (+0.35), GRI: 46.25 (+0.03), HYLD: 41.96 (+0.12), COBO: 100.50 (unch), HYXU: 48.49 (+0.13), JNK: 39.43 (+0.10), SUBD: 25.95 (-0.10), SJB: 27.31 (-0.03), IFGL: 32.06 (+0.34), REK: 19.56 (+0.19), EMCB: 71.33 (+0.16), OIL: 12.01 (+0.34), QLTC: 49.15 (unch), EMCD: 28.11 (-0.84), QLTB: 53.09 (-0.01), IYR: 80.31 (-0.44), QLTA: 52.21 (-0.10), URE: 115.05 (-1.18), OLEM: 25.07 (+0.30), HYLS: 50.48 (+0.38), VNQ: 85.06 (-0.57), CRED: 112.31 (-0.29), SRS: 11.55 (+0.12), RWXL: 37.70 (+0.59), REET: 27.26 (-0.11), IBND: 32.80 (-0.01), USO: 19.62 (+0.44), HYG: 91.12 (+0.13), EMHY: 47.82 (+0.48), UCO: 9.19 (+0.39), FFR: 46.14 (+0.10), EMRE: 24.61 (unch), UWTI: 3.71 (+0.23), IJNK: 22.75 (unch), FTY: 49.14 (-0.35), SCO: 70.05 (-3.45), ICF: 102.12 (-0.98), TAPR: 31.63 (+0.44), SZO: 60.00 (-4.31), DBO: 14.88 (+0.08), GLD: 117.98 (+0.64), LQD: 120.83 (-0.48), CORP: 103.79 (-0.25), IGU: 62.29 (+0.17), KBWY: 36.19 (-0.18), IGS: 28.64 (+0.57), GOVT: 25.33 (-0.06), USL: 26.81 (+0.40), PLW: 33.20 (-0.21)
REIT rally running out of steam?
Seeking Alpha - at Seeking Alpha - Wed Jan 21, 2:14PM CST
FRI: 23.33 (-0.16), SPG: 193.11 (-1.61), BXP: 141.08 (-1.58), WREI: 47.61 (-0.42), SBRA: 32.26 (+0.37), GRI: 46.25 (+0.03), EQC: 26.46 (-0.18), SCHH: 40.87 (-0.32), CSG: 8.40 (-0.03), IFNA: 59.56 (-1.13), DRV: 22.00 (+0.46), DRW: 30.14 (+0.19), IFGL: 32.06 (+0.34), REK: 19.56 (+0.19), IYR: 80.31 (-0.44), DRN: 90.19 (-1.98), VNQI: 56.81 (+0.57), URE: 115.05 (-1.18), LTC: 44.74 (unch), VNQ: 85.06 (-0.57), IFEU: 40.50 (+0.20), HTA: 27.93 (-0.24), SRS: 11.55 (+0.12), RWXL: 37.70 (+0.59), MPW: 14.64 (+0.14), REET: 27.26 (-0.11), HCP: 42.87 (+0.20), FFR: 46.14 (+0.10), HCN: 77.12 (-0.33), UHT: 50.35 (-0.27), WPS: 38.57 (+0.32), RWR: 95.23 (-0.83), FTY: 49.14 (-0.35), PLD: 43.81 (-0.96), ICF: 102.12 (-0.98), RWO: 50.49 (-0.05), WRE: 28.35 (-0.22), RWX: 44.34 (+0.30), OHI: 40.61 (-0.06), FPO: 12.28 (unch), PSR: 76.21 (-0.67), KBWY: 36.19 (-0.18), HIW: 46.66 (-0.68)
What Happens To REITs If (More Like When) Inflation Goes Wild
Reuben Gregg Brewer - at Seeking Alpha - Fri Jan 16, 5:29PM CST
FRI: 23.33 (-0.16), DRE: 21.63 (+0.04), UDR: 32.45 (-0.22), WREI: 47.61 (-0.42), RWR: 95.23 (-0.83), O: 52.01 (+0.32), FTY: 49.14 (-0.35), HT: 6.51 (-0.08), ICF: 102.12 (-0.98), SCHH: 40.87 (-0.32), DRV: 22.00 (+0.46), REK: 19.56 (+0.19), PSR: 76.21 (-0.67), IYR: 80.31 (-0.44), DRN: 90.19 (-1.98), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), KBWY: 36.19 (-0.18), SRS: 11.55 (+0.12)
BlackRock launches physical U.S. real estate ETF
Seeking Alpha - at Seeking Alpha - Tue Jan 13, 8:15AM CST
FRI: 23.33 (-0.16), WREI: 47.61 (-0.42), BLK: 376.04 (+1.16), RWR: 95.23 (-0.83), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), SCHH: 40.87 (-0.32), DRV: 22.00 (+0.46), REK: 19.56 (+0.19), PSR: 76.21 (-0.67), IYR: 80.31 (-0.44), DRN: 90.19 (-1.98), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), KBWY: 36.19 (-0.18), SRS: 11.55 (+0.12)
Equity REITs working again as rates tumble
Seeking Alpha - at Seeking Alpha - Mon Jan 12, 1:40PM CST
FRI: 23.33 (-0.16), CPT: 75.24 (-1.03), WREI: 47.61 (-0.42), O: 52.01 (+0.32), ACC: 43.30 (-0.25), SCHH: 40.87 (-0.32), DRV: 22.00 (+0.46), REK: 19.56 (+0.19), REG: 66.77 (-0.46), DRN: 90.19 (-1.98), IYR: 80.31 (-0.44), URE: 115.05 (-1.18), NHI: 71.74 (-0.24), VNQ: 85.06 (-0.57), LTC: 44.74 (unch), SRS: 11.55 (+0.12), CBL: 20.52 (-0.14), RWR: 95.23 (-0.83), CUBE: 24.28 (-0.32), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), WRE: 28.35 (-0.22), OHI: 40.61 (-0.06), PSR: 76.21 (-0.67), KBWY: 36.19 (-0.18)
Video: Income Investing And The ABCs Of MLPs, REITs, And BDCs
Brian Haskin - Seeking Alpha - Fri Jan 09, 9:18AM CST
In this video, Barron’s editors Jack Otter and Jack Hough discuss the outlook for income investing in 2015. Mr. Hough recently wrote a Barron’s cover story on the same topic, which was characterized as pessimistic, but he and Mr....
IMLP: 30.14 (+0.25), AMLP: 17.09 (+0.11), MLPA: 15.63 (+0.07), FRI: 23.33 (-0.16), OSMS: 24.53 (+0.50), WREI: 47.61 (-0.42), AMU: 28.78 (+0.22), MLPL: 54.68 (+0.82), MLPI: 39.67 (+0.32), BDCS: 22.99 (+0.10), MLPN: 32.29 (+0.38), SCHH: 40.87 (-0.32), EMLP: 27.82 (-0.03), AMZA: 22.20 (+0.34), DRV: 22.00 (+0.46), ATMP: 30.48 (+0.10), BDCL: 21.37 (+0.33), REK: 19.56 (+0.19), DRN: 90.19 (-1.98), IYR: 80.31 (-0.44), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), SRS: 11.55 (+0.12), RWR: 95.23 (-0.83), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), AMJ: 45.77 (+0.36), MLPS: 11.28 (+0.23), MLPX: 18.77 (+0.17), MLPW: 34.56 (+0.34), PSR: 76.21 (-0.67), BIZD: 18.34 (+0.14), ENFR: 27.57 (+0.09), KBWY: 36.19 (-0.18)
Video: The Impact Of Higher Rates On REITs And MLPs
Brian Haskin - at Seeking Alpha - Wed Jan 07, 7:17AM CST
With benchmark interest rates at historic lows for six years now, investors have had to look beyond the traditional fixed-income market for current income. Two areas to which they’ve turned are REITs (real estate investment trusts) and MLPs...
IMLP: 30.14 (+0.25), AMLP: 17.09 (+0.11), MLPA: 15.63 (+0.07), FRI: 23.33 (-0.16), OSMS: 24.53 (+0.50), WREI: 47.61 (-0.42), AMU: 28.78 (+0.22), MLPL: 54.68 (+0.82), MLPI: 39.67 (+0.32), MLPN: 32.29 (+0.38), SCHH: 40.87 (-0.32), EMLP: 27.82 (-0.03), AMZA: 22.20 (+0.34), DRV: 22.00 (+0.46), ATMP: 30.48 (+0.10), REK: 19.56 (+0.19), DRN: 90.19 (-1.98), IYR: 80.31 (-0.44), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), SRS: 11.55 (+0.12), RWR: 95.23 (-0.83), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), AMJ: 45.77 (+0.36), MLPS: 11.28 (+0.23), MLPX: 18.77 (+0.17), MLPW: 34.56 (+0.34), PSR: 76.21 (-0.67), KBWY: 36.19 (-0.18), ENFR: 27.57 (+0.09)
Equity REITs add to gains as long-term yields dive
Seeking Alpha - at Seeking Alpha - Tue Jan 06, 1:25PM CST
FRI: 23.33 (-0.16), WREI: 47.61 (-0.42), PSA: 202.61 (-1.18), SRC: 12.59 (+0.01), VTR: 76.61 (-0.41), SCHH: 40.87 (-0.32), DRV: 22.00 (+0.46), REK: 19.56 (+0.19), DRN: 90.19 (-1.98), IYR: 80.31 (-0.44), URE: 115.05 (-1.18), VNQ: 85.06 (-0.57), SRS: 11.55 (+0.12), HCP: 42.87 (+0.20), HCN: 77.12 (-0.33), SKT: 36.80 (-0.21), RWR: 95.23 (-0.83), NNN: 41.00 (+0.20), FTY: 49.14 (-0.35), ICF: 102.12 (-0.98), AVB: 170.82 (-2.57), ESS: 226.69 (-1.30), SSS: 94.14 (-0.72), RPAI: 17.15 (-0.14), PSR: 76.21 (-0.67), MAC: 85.88 (-1.33), BRX: 26.27 (-0.07), KBWY: 36.19 (-0.18)
Recap: The Best And The Worst In Alternative Investment ETFs
Brad Zigler - Seeking Alpha - Mon Jan 05, 1:09AM CST
John Bogle, founder of the Vanguard fund family, has cautioned investors for many years about playing cute with their investment portfolios. "Don't look for a needle in the haystack," says Saint Jack, "just buy the haystack." ...
SPY: 209.78 (+0.86), GLD: 117.98 (+0.64), WDTI: 43.31 (-0.12), PSR: 76.21 (-0.67), CHEP: 26.08 (-0.47)
3 Outperforming Active ETFs of 2014 - ETF News And Commentary
Zacks Equity Research - Zacks Investment Research - Wed Dec 31, 9:00AM CST
These actively managed ETFs impressed in 2014 and beat their benchmarks in the process.
EMLP: 27.82 (-0.03), CHNA: 35.95 (+0.47), PSR: 76.21 (-0.67)
REITs give biggest returns in nearly a decade
Seeking Alpha - at Seeking Alpha - Wed Dec 31, 1:25AM CST
FRI: 23.33 (-0.16), CPT: 75.24 (-1.03), WREI: 47.61 (-0.42), SHO: 17.49 (-0.14), FUR: 16.07 (-0.11), DEI: 29.24 (-0.20), SCHH: 40.87 (-0.32), DCT: 36.70 (+0.23), DRV: 22.00 (+0.46), REK: 19.56 (+0.19), PEB: 48.98 (-0.69), IYR: 80.31 (-0.44), DRN: 90.19 (-1.98), URE: 115.05 (-1.18), EPR: 61.68 (-0.30), PKY: 17.89 (+0.18), VNQ: 85.06 (-0.57), SRS: 11.55 (+0.12), MPW: 14.64 (+0.14), AVIV: 36.45 (-0.08), SKT: 36.80 (-0.21), RWR: 95.23 (-0.83), FRT: 143.96 (-0.58), EXR: 65.33 (-0.32), FTY: 49.14 (-0.35), NYRT: 10.41 (+0.05), ICF: 102.12 (-0.98), WRI: 36.17 (-0.34), PSR: 76.21 (-0.67), ARCP: 9.40 (+0.06), MAC: 85.88 (-1.33), KBWY: 36.19 (-0.18), EQR: 78.75 (-1.11)