I am up to my fill in the blank with foolishness at the office today, first day in the office in a month.A reader left a comment asking ;
As far as choosing a S&P 500 ETF for investment purposes, do you have a preference for which one to select? It looks like IVE is the best choice based on historical performance.
The old style issue.
Well obviously sometimes value does better than growth and vice versa with the longer term nod going to value. An inverted curve should mean growth does better, but it hasn't.
The way I view is the decision to tilt to one or the other. A diversified portfolio should always have some exposure to both but one of the two gets favored.
Value has done better but no growth means big bet. I have more growth than I did a couple of years ago before the yield curve inverted but I am heavier in value than growth.
4 comments:
Mr. N.
I read your comment on the dollar:http://biz.yahoo.com/seekin
galpha
/070419/32878_id.html?.v=1
The dollar is at a point that in the last 15 years it has found support. But today, commodities are still going up. Wow, oil. Are we going to see that gold will go up too with a lower or weaker tie to the dollar?
ps...not so easy to comment on your blog...twice verification.
Cool.
anony-
note that regular commentators on this blog get easy access PLUS air miles....
Roger,
1. I hope you enjoyed the ABA book. It's first on my re-read list after a very long first-read list.
2. This is a bizarre place to put this question, but I can't find a link anywhere to email you a question. Pretty sure that's a well-reasoned decision on your part...
Anyway, you did tag your OP as "portfolio strategy" and this question vaguely fits there.
I'm heavily in cash right now in a Roth IRA after some "rebalancing" (generous term) and looking for a better place to park a little money than USD in a money market account.
I came upon STON (Stonemor Partners) and like some things about it (7% divy payout, relatively low volitility, liquidity). Anyway, they are a cemetery company, and lord knows you have to be bullish on death.
I'm not really interested in comments on this particular company, but what's interesting is that they are a MLP. I know there are some tax complications that come with owning something like this in a taxable account, to the tune of an extra form to fill out or something. But what about in a non-taxable account?
In small amounts, can I just treat this like a stock?
Certainly more a curiosity than an answer desperately-sought, but hopefully it's geeky enough to help you shake the beach sand out and get back to work! ;-)
Best,
Chris
I own a different MLP for a couple of clients and I believe it can create a tax event, you need to ask a CPA or the like to get the particulars.
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