Author Topic: REIT strategy for retirement accounts  (Read 4470 times)

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Offline qwerty

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Re: REIT strategy for retirement accounts
« Reply #30 on: September 24, 2019, 11:26:43 AM »
From yahoo finance

SPY 5 year return is 10%
SPY 10 year return is 13%

SSO 5 year return is 16%
SS0 10 year return is 23%

Seems like it’s working to me :-)

The article is correct but my point was you are better off over the long term in SSO vs SPY.

I tend not to do invidious stocks anymore and just do a mixture of SSO and SPY

Offline Liar Loan

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Re: REIT strategy for retirement accounts
« Reply #31 on: September 24, 2019, 11:53:11 AM »
During the 07-08 downturn, SSO lost 82% of its share value.  Most people can't stomach that kind of volatility.

Offline nosuchreality

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Re: REIT strategy for retirement accounts
« Reply #32 on: September 24, 2019, 02:27:27 PM »
During the 07-08 downturn, SSO lost 82% of its share value.  Most people can't stomach that kind of volatility.

A leverage, great on the upside and a nut punch in the blink of an eye.

You don't need to go that far back, just look at Dec last winter.  First trading day of themonth you're feeling great its $115.98. Back up from that double dip to $100 right before Thanksgiving. Then its three weeks ofgroin kicks to $81 close on Christmas eve.  Ho Ho Ho, Merry Christmas!

Offline momopi

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Re: REIT strategy for retirement accounts
« Reply #33 on: September 26, 2019, 08:29:01 AM »


* momopi eyes thread title  @_@

I don't really think it's a good idea to gamble retirement funds in very high risk / volatile investments.
« Last Edit: September 26, 2019, 10:32:09 AM by momopi »

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Re: REIT strategy for retirement accounts
« Reply #34 on: January 20, 2020, 07:42:20 AM »
AGNC and NLY are also leveraged investments, and are not considered low risk and one should not concentrate their entire IRA savings in mREIT or REITs. If there is a market downturn these stocks will be hit hard as well.
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Offline USCTrojanCPA

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Re: REIT strategy for retirement accounts
« Reply #35 on: January 20, 2020, 06:07:27 PM »
Thanks for the CIM recommendation Zubs...I've played around with it in my SEP IRA and personal trading account by selling covered out of the money calls and puts while collecting dividends.
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Offline USCTrojanCPA

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Re: REIT strategy for retirement accounts
« Reply #36 on: January 20, 2020, 06:09:12 PM »


* momopi eyes thread title  @_@

I don't really think it's a good idea to gamble retirement funds in very high risk / volatile investments.


Agreed that why my SEP IRA has mostly SPY and QQQ.
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Offline Liar Loan

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Re: REIT strategy for retirement accounts
« Reply #37 on: March 24, 2020, 04:58:22 PM »
Lots of mREIT's getting margin calls now.  Some are going to go under without either a bailout, or serious forgiveness from their lenders.

Offline momopi

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Re: REIT strategy for retirement accounts
« Reply #38 on: April 06, 2020, 09:22:24 AM »
REIT's got slammed last week and I bought small amounts to play with.  By small amounts I mean like I picked up 100 shares of MFA for $100.

Some of the limit orders were executed and others have not:
TWO
NLY
IVR
MITT
NRZ
RWT
MFA
PMT
DX
REM

Let me make it clear that this is not my retirement account, and I only spent about $100-$200 per stock.  This is a slot machine play.  So unless if you're willing accept the possibility that the investment will be worth less than toilet paper, don't buy it.

 

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