Top 30 Australian Real Estate Investment Trusts (A-REITs) in 2017Q3

Posted Leave a commentPosted in Investing, Lists

Continuing the series of reference lists of real estate investment trusts (REITs), here is the list I looked up on WSJ.com for Australian A-REITs: WSJ Name Sector Market Cap AU/XASX/SCG Scentre Group Retail $21,940,000,768 AU/XASX/WFD Westfield Corp. Retail $16,350,000,128 AU/XASX/GMG Goodman Group Industrial/Office $14,129,999,872 AU/XASX/VCX Vicinity Centres Retail $10,369,999,872 AU/XASX/SGP Stockland Diversified $10,179,999,744 AU/XASX/DXS Dexus […]

top 55 london-listed etfs

Top UK Real Estate Investment Trusts (UK-REITs or L-REITs) by Market Cap 2017Q3

Posted 1 CommentPosted in Investing, Lists

I am often asked to give second opinions on properties in the UK my clients have invested in or are considering investing in.  For comparison, here is a list of the top 20 LSE-listed real estate investment trusts (sometimes called “UK-REITs” or “L-REITs” for short) along with links to their financial data on WSJ.com: WSJ […]

US at night

Top 200 US-listed Real Estate Investment Trusts (REITs) by Market Cap as of 2017Q3

Posted Leave a commentPosted in Investing, Lists

The US is by far the largest market for listed real estate investment trusts (REITs), with over US$1 trillion in market cap, including some large foreign REITs trading over the counter as ADRs.  US REITs are especially attractive for IRA and other tax-deferred accounts.  For reference, here is a list of 200 of the largest […]

How Much Financial Advisors Charge – Pricing by Account Size and Other Factors

Posted Leave a commentPosted in Client Service, Education, Investing, Personal finance, Saving

More than almost anything else, I believe the financial services industry needs greater price literacy and price transparency.  In almost any other business, customers are used to looking at and comparing the prices of the goods they buy from a store or website and the services they buy from a tax preparer or hairdresser, but […]

Top Brands by Country – Map of the World's Most Valuable Brands by HowMuch.com

Posted Leave a commentPosted in Investing

My latest article on SeekingAlpha lists out the ticker symbols of the HowMuch.net 2017 list of the World’s most valuable brands. In it, I pull out four main themes from these top brands which can be attractive basket trades: Theme #1: BRICs banks Overall, three of the top brands on the above list with relatively […]

Dividend Data for the top 200 Hong Kong Listed Companies (over HK$25bio)

Posted Leave a commentPosted in Investing, Lists

Although the Hong Kong Exchange has increasingly become dominated by Chinese companies over the past two decades, American software giant Microsoft remains the largest Hong Kong listed company as of mid-2017. For ease of reference, here is a list of links to the dividend data and WSJ financials data of 200+ of the largest Hong […]

How Population Pyramids Drive Interest Rates, and How Robot Demographics Might Change That

Posted Leave a commentPosted in Investing

On several occasions, I’ve discussed the somewhat intuitive relationship between population pyramids and interest rates / yield curves.  One one end, bottom-heavy, triangular population pyramids would tend to drive higher interest rates, as the abundance of young people pushes overall economic growth and demand for credit, as we have seen in countries like India and […]

GFM Japan allocation outperforms Nikkei 225 ETF through 2017Q1

Posted Leave a commentPosted in Investing

As a small firm managing separately managed accounts, we naturally spend more time ensuring our portfolios are well invested than trying to find visually appealing ways to show how well they’re doing, but this recent >10% outperformance of a relatively small Japan allocation (JPY 5.5 million, or around US$50,000) in one of our accounts looked […]

3 reasons we're not buying the Snapchat IPO $SNAP

Posted Leave a commentPosted in Investing

IPOs like Snapchat (formally Snap Inc, NYSE ticker: SNAP) are sexy, and I often say when investments are sexy, you are likely paying too much.  That’s why instead of pretty pictures of Snapchat glasses, disappearing images of rainbow vomit, or even their logo, I made the featured image of this post Snapchat’s income statement reported […]

GFM's REIT Watchlist for 2017 Q1

Posted Leave a commentPosted in Investing, Lists

Real Estate Investment Trusts (REITs) are among our favorite alternatives to buying physical property as an investment.  For reference, we list below 95 of the globally-listed REITs we are watching this quarter, which yield over 4% as a portfolio.  Note that this a watchlist for educational and discussion purposes only and is not a recommendation […]