5 year Market Outlook opinions
08-26-2022, 04:45 PM
#812
Leaves Biscoff crumbs
Joined APC: Jan 2020
Position: Blue Juice Taste Tester
Posts: 1,363
My GameStop shares still outperform everything else I got, just saying…
08-26-2022, 05:04 PM
#813
Gets Weekends Off
Joined APC: Apr 2007
Posts: 4,616
Late to report Q2, but the passive multi-family distributed 1.34% for the quarter or 5.36% annualized. This is only one of multiple income streams as it does not include principal reduction, appreciation from inflation, equity gain from property improvements or tax advantages through depreciation. Q3 will have one sale to report with a 60% gain in 12 months
Direct investments continue to perform as before with modest rent increases on the monthly leases. NNN leases are contractual and are lagging inflation. The good news is NNN terms dictate tenant payment of taxes, insurance and maintenance, so cash flow isn't reduced.
Dividend equities continue to perform well although XYLD and RYLD took a hit from the downside volatility.
Direct investments continue to perform as before with modest rent increases on the monthly leases. NNN leases are contractual and are lagging inflation. The good news is NNN terms dictate tenant payment of taxes, insurance and maintenance, so cash flow isn't reduced.
Dividend equities continue to perform well although XYLD and RYLD took a hit from the downside volatility.
08-26-2022, 06:00 PM
#814
Gets Weekends Off
Joined APC: Dec 2007
Posts: 5,602
Nobody is saying hold a particular sector forever. Buy stock in a particular sector that is trading cheap relative to its cashflows and sell it when the market gets overly optimistic. This strategy will destroy the S&P 500, which by the way, is so expensive right now that the next 8-10 years will likely yield negative returns. For a 30-year set and forget strategy the S&P is a good strategy for relatively low 6-7% return vs 15%+ in individual stocks.
08-27-2022, 06:57 AM
#815
Gets Weekends Off
Joined APC: Mar 2015
Position: stake holder ir.delta.com
Posts: 10,456
08-27-2022, 07:58 AM
#816
Gets Weekends Off
Joined APC: Jul 2010
Position: window seat
Posts: 12,544
How long term though?
The boilerplate sell is "including the dowturns and the great depression, the market always goes up 8% or so".
Technically true. But there was a 30 year period for people's money right before the Great Depression to recover...in non inflation adjusted dollars. It was closer to 50 years adjusted for it.
The boilerplate sell is "including the dowturns and the great depression, the market always goes up 8% or so".
Technically true. But there was a 30 year period for people's money right before the Great Depression to recover...in non inflation adjusted dollars. It was closer to 50 years adjusted for it.
08-27-2022, 02:20 PM
#817
Gets Weekends Off
Joined APC: Dec 2007
Posts: 5,602
Sent from my SM-S908U using Tapatalk
08-27-2022, 02:28 PM
#818
Gets Weekends Off
Joined APC: Apr 2017
Posts: 3,788
Nobody is saying hold a particular sector forever. Buy stock in a particular sector that is trading cheap relative to its cashflows and sell it when the market gets overly optimistic. This strategy will destroy the S&P 500, which by the way, is so expensive right now that the next 8-10 years will likely yield negative returns. For a 30-year set and forget strategy the S&P is a good strategy for relatively low 6-7% return vs 15%+ in individual stocks.
How long term though?
The boilerplate sell is "including the dowturns and the great depression, the market always goes up 8% or so".
Technically true. But there was a 30 year period for people's money right before the Great Depression to recover...in non inflation adjusted dollars. It was closer to 50 years adjusted for it.
The boilerplate sell is "including the dowturns and the great depression, the market always goes up 8% or so".
Technically true. But there was a 30 year period for people's money right before the Great Depression to recover...in non inflation adjusted dollars. It was closer to 50 years adjusted for it.
08-27-2022, 02:29 PM
#819
Gets Weekends Off
Joined APC: Dec 2007
Posts: 5,602
Late to report Q2, but the passive multi-family distributed 1.34% for the quarter or 5.36% annualized. This is only one of multiple income streams as it does not include principal reduction, appreciation from inflation, equity gain from property improvements or tax advantages through depreciation. Q3 will have one sale to report with a 60% gain in 12 months
Direct investments continue to perform as before with modest rent increases on the monthly leases. NNN leases are contractual and are lagging inflation. The good news is NNN terms dictate tenant payment of taxes, insurance and maintenance, so cash flow isn't reduced.
Dividend equities continue to perform well although XYLD and RYLD took a hit from the downside volatility.
Direct investments continue to perform as before with modest rent increases on the monthly leases. NNN leases are contractual and are lagging inflation. The good news is NNN terms dictate tenant payment of taxes, insurance and maintenance, so cash flow isn't reduced.
Dividend equities continue to perform well although XYLD and RYLD took a hit from the downside volatility.
Sent from my SM-S908U using Tapatalk
08-27-2022, 02:31 PM
#820
Gets Weekends Off
Joined APC: Dec 2007
Posts: 5,602
Thank me later
Sent from my SM-S908U using Tapatalk
Thread
Thread Starter
Forum
Replies
Last Post
