Getting started with an investment account for the first time can be intimidating but it needn’t be. It’s actually quite easy to set up a solid long-term investment portfolio. This month, we show you how.
Real Estate Investment Trusts, known as REITs, are real estate portfolios that trade as stocks, guided by certain tax rules. They’re also the most liquid way for most investors to invest in real estate. And they’ve done phenomenally since the stock market bottom six years ago…until this month. Is this a temporary pause in a
This week, Bill shares with you something he’s doing with his portfolio, as was recently shared with clients. Also, we introduce you to five-asset class bench-marking. A bit longer than usual, this video promises to be a hit, especially if you like octopus.
The Asset Class Update series continues this week as Bill Valentine looks at Real Estate Investment Trusts (REITs) from several different angles, and discusses how the asset class fits within the current investment portfolio strategy at Valentine Ventures.
To look at U.S. investment markets, there’s not too much to be worried about. To look everywhere else is a different story. Which will snap-to-line? Will the U.S. follow the world lower, or provide the stability of last summer that allows the world to solidify? This week, Bill takes you across borders and assets classes
As you know from our postings of late, we became bearish on growth assets (stocks, REITs, commodities, etc.) earlier this year and got maximally bearish at the end of June. In this high-risk environment, everything we’re doing is in the name of protecting asset values. If markets move materially against us (upward), it will come
A VIDEO INTRODUCTION