Investments like ETFs or closed-end funds?

I like purchasing investments like closed-end mutual funds and ETFs because
they generally provide a very wide grouping of assets and I can buy and sell
them as I please.

In other words, I typically don't like buying individual stocks and thereby
making a bet on that particular company's business.

I would like to expand my range of potential investments.

What are other types of investments like mutual funds and ETFs? I was
thinking REITs is one. Where can I find a comprehensive list of REITs?

Perhaps some individual stocks are like this too in the sense that they are
basically huge conglomerates with a wide range of assets in different areas.
Any particular best/quick way to identify these?

Any other thoughts?

Thanks for any help.

Re: Investments like ETFs or closed-end funds?

Schultz wrote:
> Perhaps some individual stocks are like this too in the sense that they are
> basically huge conglomerates with a wide range of assets in different areas.
> Any particular best/quick way to identify these?

Like Walmart WMT and Costco COST, Lowe's LOW and Home Depo EHD, or
Samsung SSGQF.PK? I'd go with a stock assets screener and break them
down.

Re: Investments like ETFs or closed-end funds?

Click on "ETF's" and "HOLDRS"




"Schultz" <> wrote in message
news:Yyytf.39905$
>I like purchasing investments like closed-end mutual funds and ETFs because
>they generally provide a very wide grouping of assets and I can buy and
>sell them as I please.
>
> In other words, I typically don't like buying individual stocks and
> thereby making a bet on that particular company's business.
>
> I would like to expand my range of potential investments.
>
> What are other types of investments like mutual funds and ETFs? I was
> thinking REITs is one. Where can I find a comprehensive list of REITs?
>
> Perhaps some individual stocks are like this too in the sense that they
> are basically huge conglomerates with a wide range of assets in different
> areas. Any particular best/quick way to identify these?
>
> Any other thoughts?
>
> Thanks for any help.
>
>
>

Re: Investments like ETFs or closed-end funds?

Stock sorters such as those accessible via
(basic
screener) and www.morningstar.com will let you sort by
"REIT."


has information on individual REIT performance, including a
list of all REITs, for one's analysis.

I wouldn't call all REITs "conglomerates." Some are very
specialized. E.g. mortgage-based REITs. Cap size is very
small, generally speaking, for REITs, too.

Nor do I see REITs as a parallel to ETFs or mutual funds.

A long-term investor may be inclined to hold 10-20% of
his/her portfolio in REITs, as part of the allocation to
smooth out the bumps in the larger stock market (as roughly
measured by, say, the S&P 500). REITs will not grow in
principal as quickly as blue chip stocks. Nor do their
dividends increase in size as fast. This is because the law
for establishing a REIT requires that most of its earnings
(like 90%?) be distributed to shareholders. Hence it can't
reinvest earnings and 'grow the principal.'

Non-mortgage REITs are a little high now, so you would want
to do some scouring to find value ones.

I would stay away from mortgage REITs entirely for the
immediate future. Rising interest rates will (and is?) take
(taking?) a toll on them. There is plenty of commentary on
the web on this. 'course, you could try to be a
contrarian...

Googling will turn up a lot of authoritative sites on the
nature and categories of REITs.

"Schultz" <> wrote
> I like purchasing investments like closed-end mutual funds
and ETFs because
> they generally provide a very wide grouping of assets and
I can buy and sell
> them as I please.
>
> In other words, I typically don't like buying individual
stocks and thereby
> making a bet on that particular company's business.
>
> I would like to expand my range of potential investments.
>
> What are other types of investments like mutual funds and
ETFs? I was
> thinking REITs is one. Where can I find a comprehensive
list of REITs?
>
> Perhaps some individual stocks are like this too in the
sense that they are
> basically huge conglomerates with a wide range of assets
in different areas.
> Any particular best/quick way to identify these?
>
> Any other thoughts?

Re: Investments like ETFs or closed-end funds?

"Schultz" <> wrote

> What are other types of investments like mutual funds and ETFs? I was
> thinking REITs is one. Where can I find a comprehensive list of REITs?

Re: Investments like ETFs or closed-end funds?

Thank you much Ed, Flasherly and Tess. I appreciate the help.


"Ed" <> wrote in message
news:
>
> "Schultz" <> wrote
>
>> What are other types of investments like mutual funds and ETFs? I was
>> thinking REITs is one. Where can I find a comprehensive list of REITs?
>
>
>
>