Has anyone here had luck with a diversified fund that invests in natural
resources, e.g. mining (multiple minerals), energy (oil, coal, natural gas),
and possibly real estate or commodities (wheat, corn)? Preferably global in
investments (U.S. + international)...no load, too.
D
Dave Hannes wrote:
> Has anyone here had luck with a diversified fund that invests in natural
> resources, e.g. mining (multiple minerals), energy (oil, coal, natural gas),
> and possibly real estate or commodities (wheat, corn)? Preferably global in
> investments (U.S. + international)...no load, too.
...and what would be the suitable ETFs?
In article <>, Evojeesus
says...
>
>Dave Hannes wrote:
>
>> Has anyone here had luck with a diversified fund that invests in natural
>> resources, e.g. mining (multiple minerals), energy (oil, coal, natural gas),
>> and possibly real estate or commodities (wheat, corn)? Preferably global in
>> investments (U.S. + international)...no load, too.
>
>..and what would be the suitable ETFs?
>
Try RSNRX
Merrill Lynch World Mining trust -- London listed. A good spread of
core mining investments (no energy particularly), large cap companies
primarily.
Real esate and commodities -- very different kettles of fish. There is
a PIMCO fund that holds commodity futures and TIPS, which is probably
the best way for a private investor to play it.
Real estate is my candidate for the most dangerous asset class out
there-- almost globally. If you look at the history of property it is
always boom-bust cycles, and world property markets have correlated to
an unprecedented degree in the last 5 or so years. This is really the
flipside of the extraordinarily low government bond yields: the UK
government raised 50 year money this week at less than 0.5% real
interest rate.
note this is a plc (ie an INC ie a closed end fund ie what we call an
investment trust) and so can be bought and sold simply for broking
commission (no loads etc.).
"Dave Hannes" <> wrote in message
news:0fMBf.6291$
> Has anyone here had luck with a diversified fund that invests in natural
> resources, e.g. mining (multiple minerals), energy (oil, coal, natural
gas),
> and possibly real estate or commodities (wheat, corn)? Preferably global
in
> investments (U.S. + international)...no load, too.
RSNRX invests in natural resources but not real estate. I've had good luck
with it. But you would be getting in late. The best time to have invested
in RSNRX was several years ago.
And this is a bad time to invest in domestic real estate. Real Estate
Investment Trusts are overvalued now. The best time to have invested in
domestic real estate was at least 6 years ago. That's when I had invested
in FRESX.
Remember: You don't want to invest in something that's gone up. You want
to invest in something that *will* go up in the future.
--
Steven D. Litvintchouk
Email:
Remove the NOSPAM before replying to me.
"darkness39" <> wrote in message
news:
> Merrill Lynch World Mining trust -- London listed. A good spread of
> core mining investments (no energy particularly), large cap companies
> primarily.
>
> Real esate and commodities -- very different kettles of fish. There is
> a PIMCO fund that holds commodity futures and TIPS, which is probably
> the best way for a private investor to play it.
>
> Real estate is my candidate for the most dangerous asset class out
> there-- almost globally.
Actually, I use these newbie queries as a good sentiment indicator. When we
start getting newbie interest in some asset class, I know it's time to bail
out of that asset class.
When REITs and natural resources were great buys, 6 years ago or so, newbies
didn't want to touch them. Back then, they were heavily into NASDAQ stocks.
So if you invested contrarian to the newbies, you would do well.
--
Steven D. Litvintchouk
Email:
Remove the NOSPAM before replying to me.
Dear All,
This is my first post at this newsgroup. I am very much interested in
learning about investing through mutual funds. I have been doing short
term trading in stocks, have made/saved some money that I want to invest
for long term.
As Mr. Steven D. Litvintchouk suggested, I also agree that a good time
to get out of particular sector or investment is when everyone is asking
about the same sector or investment.
What I am interested in learning from you, the experienced investors, is
about the sectors that look promising in 2006 and beyond. I would
appreciate if you can also identify some no-load, low expense but high
quality funds/etf that I can invest for a few years.
Thanks in advance for taking time to read and respond to this email.
Regards,
Syed
Steven L. wrote:
> "Dave Hannes" <> wrote in message
> news:0fMBf.6291$
>
>>Has anyone here had luck with a diversified fund that invests in natural
>>resources, e.g. mining (multiple minerals), energy (oil, coal, natural
>
> gas),
>
>>and possibly real estate or commodities (wheat, corn)? Preferably global
>
> in
>
>>investments (U.S. + international)...no load, too.
>
>
> RSNRX invests in natural resources but not real estate. I've had good luck
> with it. But you would be getting in late. The best time to have invested
> in RSNRX was several years ago.
>
> And this is a bad time to invest in domestic real estate. Real Estate
> Investment Trusts are overvalued now. The best time to have invested in
> domestic real estate was at least 6 years ago. That's when I had invested
> in FRESX.
>
> Remember: You don't want to invest in something that's gone up. You want
> to invest in something that *will* go up in the future.
>
>
>
Year-to-date:
Latin America
BZF 18.51%, EWZ 17.62%, LDF 17.35%, MXE 12.36%, PLF 12.58%, LAQ 14.81%
Only CH is down, LA is still going strong.
Asia
CHN 28.13%, GCH 15.80%, IF 15.10%, IFN 14.55%, IIF 19.95%, JFC 12.76%, TF
18.91%, TTF 16.65%
Some weakness, these are the best of the lot.
Japan is not doing well.
Powershares
PXN 10.49%, PBW 15.74%, PXJ 13.42%, PSI 11.79%
All PS have positive returns.
Financials
KCE 5.34%
Lots of weakness. Fido Brokers is also doing ok.
Gold
IAU 8.72%, GLD 8.84%
Global iShares
IXC 9.11%
Europe
GF 11.29%, TRF 12.07%, EWO 8.74%
Emerging
EMF 8.53%, MSF 12.36%
"Syed" <> wrote in message
news:
> Dear All,
>
> This is my first post at this newsgroup. I am very much interested in
> learning about investing through mutual funds. I have been doing short
> term trading in stocks, have made/saved some money that I want to invest
> for long term.
>
> As Mr. Steven D. Litvintchouk suggested, I also agree that a good time to
> get out of particular sector or investment is when everyone is asking
> about the same sector or investment.
>
> What I am interested in learning from you, the experienced investors, is
> about the sectors that look promising in 2006 and beyond. I would
> appreciate if you can also identify some no-load, low expense but high
> quality funds/etf that I can invest for a few years.
>
> Thanks in advance for taking time to read and respond to this email.
>
> Regards,
> Syed
>
>
> Steven L. wrote:
>> "Dave Hannes" <> wrote in message
>> news:0fMBf.6291$
>>
>>>Has anyone here had luck with a diversified fund that invests in natural
>>>resources, e.g. mining (multiple minerals), energy (oil, coal, natural
>>
>> gas),
>>
>>>and possibly real estate or commodities (wheat, corn)? Preferably global
>>
>> in
>>
>>>investments (U.S. + international)...no load, too.
>>
>>
>> RSNRX invests in natural resources but not real estate. I've had good
>> luck
>> with it. But you would be getting in late. The best time to have
>> invested
>> in RSNRX was several years ago.
>>
>> And this is a bad time to invest in domestic real estate. Real Estate
>> Investment Trusts are overvalued now. The best time to have invested in
>> domestic real estate was at least 6 years ago. That's when I had
>> invested
>> in FRESX.
>>
>> Remember: You don't want to invest in something that's gone up. You
>> want
>> to invest in something that *will* go up in the future.
>>
>>
>>
>
"Syed" <> wrote in message
news:
> Dear All,
>
> This is my first post at this newsgroup. I am very much interested in
> learning about investing through mutual funds. I have been doing short
> term trading in stocks, have made/saved some money that I want to invest
> for long term.
>
> As Mr. Steven D. Litvintchouk suggested, I also agree that a good time
> to get out of particular sector or investment is when everyone is asking
> about the same sector or investment.
>
> What I am interested in learning from you, the experienced investors, is
> about the sectors that look promising in 2006 and beyond. I would
> appreciate if you can also identify some no-load, low expense but high
> quality funds/etf that I can invest for a few years.
>
> Thanks in advance for taking time to read and respond to this email.
>
> Regards,
> Syed
Syed:
I see a contradiction between your interest to invest long-term but your
query regarding this year's next hot sector. Are you sure you know what
your goals are (make a quick buck or get a good return over time for many
years)?
Although it is always fun to speculate about what will be hot and what not,
the best advice you can get for long-term investing is: diversify.
Nobody really knows what will be hot, when. If you are in a lot of sectors,
you will be likely to participate in any bull run though this will be
tempered by the likelihood that you will also participate in bear
corrections. If you don't believe that the bias is in favor of the bull
then stay out of the market.
-herb
Steven L. wrote:
> Actually, I use these newbie queries as a good sentiment indicator. When we
> start getting newbie interest in some asset class, I know it's time to bail
> out of that asset class.
I would say that when the newbie interest is starting there's still
time to get in, one just needs to get out before everyone is in. Also,
I think this applies more to stocks as I don't think that beginner
sentiment has much to do with future supply/demand of natural
resources.
Ed,
Thank you very much for your quick response. While reading the archives
of this newsgroup, I observed that you are among the few individuals who
always try to help and educate the newsgroup.
I entered all the ETF Tickers in Yahoo and noticed that almost all of
them are trading at or near their 52 Week high. Do you believe that
these funds/etf have more upside potential? Do you think one should wait
a bit for weakness to start a position?
Appreciate your help.
Regards,
Syed
Ed wrote:
> Year-to-date:
> Latin America
> BZF 18.51%, EWZ 17.62%, LDF 17.35%, MXE 12.36%, PLF 12.58%, LAQ 14.81%
> Only CH is down, LA is still going strong.
>
> Asia
> CHN 28.13%, GCH 15.80%, IF 15.10%, IFN 14.55%, IIF 19.95%, JFC 12.76%, TF
> 18.91%, TTF 16.65%
> Some weakness, these are the best of the lot.
> Japan is not doing well.
>
> Powershares
> PXN 10.49%, PBW 15.74%, PXJ 13.42%, PSI 11.79%
> All PS have positive returns.
>
> Financials
> KCE 5.34%
> Lots of weakness. Fido Brokers is also doing ok.
>
> Gold
> IAU 8.72%, GLD 8.84%
>
> Global iShares
> IXC 9.11%
>
> Europe
> GF 11.29%, TRF 12.07%, EWO 8.74%
>
> Emerging
> EMF 8.53%, MSF 12.36%
>
>
>
>
>
>
>
> "Syed" <> wrote in message
> news:
>
>>Dear All,
>>
>>This is my first post at this newsgroup. I am very much interested in
>>learning about investing through mutual funds. I have been doing short
>>term trading in stocks, have made/saved some money that I want to invest
>>for long term.
>>
>>As Mr. Steven D. Litvintchouk suggested, I also agree that a good time to
>>get out of particular sector or investment is when everyone is asking
>>about the same sector or investment.
>>
>>What I am interested in learning from you, the experienced investors, is
>>about the sectors that look promising in 2006 and beyond. I would
>>appreciate if you can also identify some no-load, low expense but high
>>quality funds/etf that I can invest for a few years.
>>
>>Thanks in advance for taking time to read and respond to this email.
>>
>>Regards,
>>Syed
>>
>>
>>Steven L. wrote:
>>
>>>"Dave Hannes" <> wrote in message
>>>news:0fMBf.6291$
>>>
>>>
>>>>Has anyone here had luck with a diversified fund that invests in natural
>>>>resources, e.g. mining (multiple minerals), energy (oil, coal, natural
>>>
>>>gas),
>>>
>>>
>>>>and possibly real estate or commodities (wheat, corn)? Preferably global
>>>
>>>in
>>>
>>>
>>>>investments (U.S. + international)...no load, too.
>>>
>>>
>>>RSNRX invests in natural resources but not real estate. I've had good
>>>luck
>>>with it. But you would be getting in late. The best time to have
>>>invested
>>>in RSNRX was several years ago.
>>>
>>>And this is a bad time to invest in domestic real estate. Real Estate
>>>Investment Trusts are overvalued now. The best time to have invested in
>>>domestic real estate was at least 6 years ago. That's when I had
>>>invested
>>>in FRESX.
>>>
>>>Remember: You don't want to invest in something that's gone up. You
>>>want
>>>to invest in something that *will* go up in the future.
>>>
>>>
>>>
>>
>
>
Steven L. <> wrote:
>
> When REITs and natural resources were great buys, 6 years ago or so, newbies
> didn't want to touch them. Back then, they were heavily into NASDAQ stocks.
> So if you invested contrarian to the newbies, you would do well.
It depends on which type of commodity you are looking at. Oil & metals have
had a tremendous run up but others - wood, cotton, coal etc.. haven't.
I'd still say that oil & metals have a long way to go.
And then there's alternative energy too :)
I'm not so sure newbies are into all commodities. Most are probably playing
around with oil & gold.
Mr. Herb,
Thanks for your email. I apologize if my email was not clear enough and
gave you an impression that I was looking for short term investing in
hot sectors.
As I mentioned in my earlier email, I have been doing short term trading
in stocks and I will continue to do that. At the same time, I want to
put part of my money in long term investments (mutual funds/etf) that
can continue to grow through appreciation and dividends.
Being a small fish in the pond (I call myself micro-fish :-)), I do not
have much money to completely diversify, as you suggested. But I want to
start putting some money in some mutual funds/etf that this group thinks
might perform better in 2006 and beyond.
I am not an economist/financial analyst to understand completely what is
going on with the US or world economy. I also do not have political
acumen, like you and others on this newsgroup, to understand world
politics. And this is why I sent my earlier email to the group to
identify the mutual funds or etf that, in their opinion, might do well
in the present and future economic / political environment.
Thanks for your help.
Regards,
Syed
Herb wrote:
> "Syed" <> wrote in message
> news:
>
>>Dear All,
>>
>>This is my first post at this newsgroup. I am very much interested in
>>learning about investing through mutual funds. I have been doing short
>>term trading in stocks, have made/saved some money that I want to invest
>> for long term.
>>
>>As Mr. Steven D. Litvintchouk suggested, I also agree that a good time
>>to get out of particular sector or investment is when everyone is asking
>>about the same sector or investment.
>>
>>What I am interested in learning from you, the experienced investors, is
>>about the sectors that look promising in 2006 and beyond. I would
>>appreciate if you can also identify some no-load, low expense but high
>>quality funds/etf that I can invest for a few years.
>>
>>Thanks in advance for taking time to read and respond to this email.
>>
>>Regards,
>>Syed
>
>
> Syed:
>
> I see a contradiction between your interest to invest long-term but your
> query regarding this year's next hot sector. Are you sure you know what
> your goals are (make a quick buck or get a good return over time for many
> years)?
>
> Although it is always fun to speculate about what will be hot and what not,
> the best advice you can get for long-term investing is: diversify.
>
> Nobody really knows what will be hot, when. If you are in a lot of sectors,
> you will be likely to participate in any bull run though this will be
> tempered by the likelihood that you will also participate in bear
> corrections. If you don't believe that the bias is in favor of the bull
> then stay out of the market.
>
> -herb
>
>
Guinness Atkinson Global Energy GAGEX
"Dave Hannes" <> wrote in message
news:0fMBf.6291$
> Has anyone here had luck with a diversified fund that invests in natural
> resources, e.g. mining (multiple minerals), energy (oil, coal, natural
> gas), and possibly real estate or commodities (wheat, corn)? Preferably
> global in investments (U.S. + international)...no load, too.
>
> D
>
>
>
"Syed" <> wrote in message
news:
> Mr. Herb,
>
> Thanks for your email. I apologize if my email was not clear enough and
> gave you an impression that I was looking for short term investing in
> hot sectors.
>
> As I mentioned in my earlier email, I have been doing short term trading
> in stocks and I will continue to do that. At the same time, I want to
> put part of my money in long term investments (mutual funds/etf) that
> can continue to grow through appreciation and dividends.
>
> Being a small fish in the pond (I call myself micro-fish :-)), I do not
> have much money to completely diversify, as you suggested. But I want to
> start putting some money in some mutual funds/etf that this group thinks
> might perform better in 2006 and beyond.
>
> I am not an economist/financial analyst to understand completely what is
> going on with the US or world economy. I also do not have political
> acumen, like you and others on this newsgroup, to understand world
> politics. And this is why I sent my earlier email to the group to
> identify the mutual funds or etf that, in their opinion, might do well
> in the present and future economic / political environment.
>
> Thanks for your help.
>
> Regards,
> Syed
>
Syed:
You're very welcome. Sorry if I misunderstood you.
For quick short-term gain, I think you are wise to use individual stocks, as
long as you are willing to do the homework. The fact that you don't feel
you have enough money to build a diversified, long-term portfolio makes me
think you are a perfect candidate for mutual fund ownership. A good mutual
fund will afford you the opportunity to buy a piece of someone else's
diversified portfolio.
I don't know where you live, but here in the USA there are many companies
that will accommodate your needs without charging you huge up-front fees
(loads). Personally, I use Fidelity. You can get into most of their funds
with $2500 ($500 for retirement accounts).
-herb
PS: We all start out as micro-fish. Fidelity was always been quite
gracious toward me, even back then.
"Syed" <> wrote in message
news:
> Ed,
>
> Thank you very much for your quick response. While reading the archives of
> this newsgroup, I observed that you are among the few individuals who
> always try to help and educate the newsgroup.
>
> I entered all the ETF Tickers in Yahoo and noticed that almost all of them
> are trading at or near their 52 Week high. Do you believe that these
> funds/etf have more upside potential? Do you think one should wait a bit
> for weakness to start a position?
>
> Appreciate your help.
>
> Regards,
> Syed
My view is that the markets will be ok in the first quarter although no one
can know that for sure.
As far as waiting for weakness goes, I think it's harder to determine when
stocks are weak enough. You can always wait foir these to fall and buy then
after they turn around but it could be a fake out. I use ETF's and CEF's in
my trading account. I'm not a day trader but I can be somewhat active with
these. There is nothing wrong with buying something at a 52 week high as
long as you watch it and don't become greedy.
Many of those ETF's that I listed are extremely volatile and can scare an
investor out at a loss. 3% to 6% down or up days are common. A couple of 3%
down days in a row will have you thinking whether you've made an error.
CEF's are not for everyone, ETF's are a tamer in most cases. Single country
funds are always more risky.
Anyway, no one can predict the future with great accuracy. That said, I look
for strength and buy those that appeal to me. A fair number of my buys only
last 14 to 60 days, I take profits if any and then move on. I do have a 'buy
& hold' section im my portfolio. It is where most of the assets are but the
trading account has been the fastest growing over the last several years.
Hi Dave,
I like Price New Era PRNEX, RS Global RSNRX and US Global PSPFX. On
more of the commodity side, you might check out PIMCO Commodity Real
Return PCRIX (institutional version).
I don't know of any that also invest in Real Estate.
peace,
rono
"Steven L." <> wrote in message
news:2qTBf.6446$
> "Dave Hannes" <> wrote in message
> news:0fMBf.6291$
>> Has anyone here had luck with a diversified fund that invests in natural
>> resources, e.g. mining (multiple minerals), energy (oil, coal, natural
> gas),
>> and possibly real estate or commodities (wheat, corn)? Preferably global
> in
>> investments (U.S. + international)...no load, too.
>
> RSNRX invests in natural resources but not real estate. I've had good
> luck
> with it. But you would be getting in late. The best time to have
> invested
> in RSNRX was several years ago.
>
> And this is a bad time to invest in domestic real estate. Real Estate
> Investment Trusts are overvalued now. The best time to have invested in
> domestic real estate was at least 6 years ago. That's when I had invested
> in FRESX.
>
> Remember: You don't want to invest in something that's gone up. You want
> to invest in something that *will* go up in the future.
True...but just because something has gone up in the past, doesn't mean it
necessarily will go down in the future...but I understand and agree with
your rationale. The only problem is that many sectors--emerging markets,
REIT funds, gold--have gone up in the past few years, and to automatically
eliminate them reduces your options.
D