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Re: Are you buying now that unit prices ARE rising??? Sector investingPerhaps you might want to respond with your views to this... I use to be a believer in having a diversified portfolio. ... and still do to some degree. At the beginning of the year I could see the things I wanted to invest in would be in a fairly narrow range... so I started a portfolio up just for this purpose. As the year went on I heard some folks post that they had "FILLED UP" with reits stocks or MLPs or commodities like BHP & FCX etc. and did not want to buy any more... but not mentioning where they were going to turn to.. except to build cash. Buy high price to the moon biomeds, Social messaging, No earngins Amazon? I decided that the MLPS, and REITs were the best place to invest ...at this partaicu;ar time... and as long as this remained true then I would continue.... thinking that --"Why should I turn to another sector that is not as good a dividend payer, nor a better long term total return candidate?" To knowingly invest in something that is a mediocre choice or if you will a good but lesser choice, that seem irrational and poor path to take for your portfolio. So I started to question the reasoning behind haveing a balance portfolio in two ways ..(!) Having many sectors inside the portfolio (2) rebalancing by sell off your winners that by their very success has "unbalanced" the porffolio. In normal times (remember those?) when the economy is slowly going up over time then I guess owning the traditional spread of sectors makes some sense. Where selling off you winners never does.. if you winners are unbalancing the portfolio the put more money into other stocks to bring back that balance if you must. Comments welcomed. Of course since I am a forest creature living in the rustic woods, I am set in my ways and change slowly . But I think for now having only two or three sectors that offer above rewards over time vs. the rest of the market... is the most profitable thing to do.... isn.t that why you are in the market in the first place? ***PInewoodsBear*** |
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Msg # | Subject | Author | Recs | Date Posted |
52669 | Re: Are you buying now that unit prices ARE rising??? Sector investing | upn42 | 2 | 7/29/2015 8:45:05 PM |
52728 | Re: Are you buying now that unit prices ARE rising??? Sector investing | luvurcpa | 0 | 7/30/2015 12:02:00 PM |