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Perils of Passive Investing Amid the Record Stock Market Rally
Let’s take a look at some of the emerging risk factors of passive...
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According to analyst Andrew Rosivach: “Our PSA upgrade is predicated on (1) best-in-class fundamentals for storage, (2) higher earnings growth, and (3) a more reasonable valuation since our February downgrade. We are increasing our 2015/2016 FFO estimates by 2%/3% and now believe the company can produce two-year growth of 10%, slightly above our short lease term coverage average. Since being added to the Americas Sell List on February 26, 2014, shares are up 12% vs. the S&P 500 +10% and the RMZ +18%.”
For more information on real estate mutual funds, check out Beginner’s Guide to Real Estate Funds.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| VGSIX | Vanguard REIT Index | 6.26% |
| Liquid error: internal | Vanguard Total Stock Market Index | 1.42% |
| FRESX | Fidelity Real Estate Investment Port | 0.92% |
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Let’s take a look at some of the emerging risk factors of passive...
Justin Kuepper
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Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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According to analyst Andrew Rosivach: “Our PSA upgrade is predicated on (1) best-in-class fundamentals for storage, (2) higher earnings growth, and (3) a more reasonable valuation since our February downgrade. We are increasing our 2015/2016 FFO estimates by 2%/3% and now believe the company can produce two-year growth of 10%, slightly above our short lease term coverage average. Since being added to the Americas Sell List on February 26, 2014, shares are up 12% vs. the S&P 500 +10% and the RMZ +18%.”
For more information on real estate mutual funds, check out Beginner’s Guide to Real Estate Funds.
| Symbol | Mutual Fund | Stake |
|---|---|---|
| VGSIX | Vanguard REIT Index | 6.26% |
| Liquid error: internal | Vanguard Total Stock Market Index | 1.42% |
| FRESX | Fidelity Real Estate Investment Port | 0.92% |
Receive email updates about best performers, news, CE accredited webcasts and more.
Let’s take a look at some of the emerging risk factors of passive...
Justin Kuepper
|
Let’s take a look at two common mistakes to avoid during a downturn...
Wayne Anderman CFP® MBA
|
When faced with an economic shutdown due to COVID-19, what’s the verdict on...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
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