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Originally posted by Scanner
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But only if you consider my radical suggestions 
Agree or disagree, I always consider everything that comes my way. Trading is important enough to me that I can never allow personal ego to get in the way of making money....I should also emphasize that I have no vested interest in changing anyone else's mind. Everyone else are free to invest and trade as you see fit. My real interest lies in only trying to understand the true nature of the market. To simply find, understand, and state the truth. Whatever you see from me are written only with that in mind.
It's just that commercial real estate looks to be in a bubble also and I would probably opt for residential at this point.
So, for now, I haven't touched either one. However, I am interested in getting a stake of residential real estate eventually.
my spider senes tingle and you all tell me to stay the course and then I lose half my shirt.
Eh, that probably didn't come out sounding right, like I'm accusing of being irrational or something, which I assure you I am not.
The thing here is that I believe it's very important for every trader to be able to separate their strategies on investing and trading. Because, these are two very different, and sometimes, contradictory exercises.
Some of the comments I've made in the past is over investing, and others are over trading. And to someone who may not have noticed, it will sometimes seem like I am contradicting myself, but that's why.
My Janus comments were made using investing not trading strategies, because a mutual fund, especially internationals, are simply too difficult to valuate. And if you don't know where it's going, then the best thing to do is to fall back to passive investing strategies, where such strategies are designed with diversification in mind, rather than valuation.
In fact, in 2008, JAOSX took a particularly brutal loss of 57.3%. So, it just depends....
But as always, you don't have to agree with me. Ultimately, it's your money.
For international plays, I'd much prefer to hone in on the Chinese market. For example, even though China Mobile has already run up, I say it may still be worth buying in, because the Chinese mobile market is still growing, and we all know what an ubiquitous necessity a cellphone is in the 21st century.
Conversely, if you still want to dabble with real estate, I hear Hong Kong is a good place to look into. The darn place is already over-crowded, but word around the campfire is that it refuses to stop growing, thus leading to some crazy real estate prices.
Bubble in the making? Asians are a bit different in that many are extended families whose combined income of several working adults allows many to often times buy a house out-right and in cash. Asians are also culturally very debt-adverse. Of course, no speculation is guaranteed, but I do think it's much safer in that respect than the American housing market....
But the my point anyway is that, when it comes to trading, I try to find opportunities and try to surgically hone in, not take the blind shot-gun approach of mutual funds or ETFs, and hope I hit something. But when it comes to passive investing, the shot-gun approach is exactly what I want.
Anyway, I'm rambling....
, may I suggest you take a look at the SPDR DB International Government Inflation-Protected Bond ETF (ticker:WIP)? It's an ETF that, well...tracks TIPS internationally. It's an unhedged ETF so there's a currency risk that comes along with it since it holds securities in 18 different countries and 15 different currencies, mostly A-rated though. However if the old dollar starts to weaken, that'll work in your favor.
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