Opinions
Jon Vialoux
iShares US Real Estate ETF
IYR-N
PAST TOP PICK
Aug 22, 2013
$62.620
Stock price when the opinion was issued
E.T.F.'s
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PARTIAL SELL
Makes up 68% in a portfolio. Interest rates helped this. Bring it way down. IYR is okay, but it will flatten out after a serious move up since 2010. If you hold this in a taxable account, reduce your holding to 30% and look at investing in international markets. 68% is way way too much. Be careful.
E.T.F.'s
WAIT
IYR vs. XRE Totally different products because of the country, given XRE is Canada and IYR is the US. XRE top 31% investments are in retail. IYR has only 9% retail. For residential, it's 25% XRE and only 15% IYR. Largest holding in IYR is AMT. IYR is more diversified, less exposed to retail which is a good thing. Safer place to be at this time is IYR. REITs usually do well from March to October, but this might start earlier this earlier, especially if markets turn down. Wait until February/March.
E.T.F.'s
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(A Top Pick May 9/13. Down 14.85%.) REITs have a period of seasonal strength in the spring and summer months. However on May 22, shortly after his appearance, there were signs of weakness.