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In defense of my boomer investment portfolio
Some readers questioned whether that portfolio was truly conservative, and none of the three components was spared.
Manager Commentary John Gerard Lewis on 2 May 2012
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A portfolio designed for a baby boomer's golden years
If you have sufficient money to live off of your investments, the overriding rule is to not lose the funds that underlie the income.
Manager Commentary John Gerard Lewis on 26 Apr 2012
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Mortgage REITs: better to trade or hold?
Sometimes making the trade is better than holding through the ex-date, and sometimes it isn't.
Manager Commentary John Gerard Lewis on 18 Apr 2012
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Jim Cramer's 'Home Gamers', you should stop playing now
Jim Cramer and CNBC have turned the time-honored concept of prudent investment advice on its head.
Manager Commentary John Gerard Lewis on 11 Apr 2012
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Why this mortgage REIT is worth a close look
Mortgage REITs are different. Their lofty dividends aren’t necessarily red flags, but are ordinary elements of their business model.
Manager Commentary John Gerard Lewis on 2 Apr 2012
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Why mReits aren't as risky as you might think
The cadre of mREIT analysts is often focused on dividends and their sustainability.
Manager Commentary John Gerard Lewis on 27 Mar 2012
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Why I Love this Unloved mREIT
My three-year-old granddaughter feels weird when she goes to a little boy’s birthday party, as opposed to a little girl’s.
Manager Commentary John Gerard Lewis on 15 Mar 2012
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Dividend Cuts and mREITS
At this time, the most important fundamentals to consider for mortgage real estate investment trusts are prepayment rates and interest rates.
Manager Commentary John Gerard Lewis on 16 Feb 2012
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Our 2012 strategy: Yield, stability and staying nimble
Owning MREITs will always require nimble management by the investor, and that’s our charge as a portfolio manager.
Manager Commentary John Gerard Lewis on 17 Jan 2012
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Take That, Whippersnappers
If you’re inclined to tumble around in those turbulent waters, go for it. But that’s precisely what we don’t want to do.
Manager Commentary John Gerard Lewis on 15 Dec 2011
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