Valuing Real Estate (REITs)
In prior newsletters, I made the case for using the P/E ratio to value the stock market and to predict future returns. Now let’s apply the same analysis to real estate, or more specifically REITs …
Options for Old 401k Accounts
If you have ever switched jobs, you probably have more than one old 401k (or 403b) account with past employers, with the occasional unexpected statement as your only reminder that …
The Value of Diversification
When I list “full diversification” as a core component of Mariposa’s investment strategy, what does that really mean? What’s the point of diversification?
Top 5 Articles of 2010
Here are the five most popular articles with our readers in 2010, our first full year of blogging: