What's your next investment?

As the title.

The egg bank if I don’t get married soon…

I’ll let you know when the Motley Fool issues their recommendations for March.

Which are…

MORN

WFMI

have u been happy with the Motley Fool?

I’m working with a huge conglomerate in India in a lot of ideas, so basically, India will be my next investment.

My next investment is the world, in fact I started buying yesterday. Investing is done via 3 ETFs: MSCI World (50%), MSCI Europe (30%) and MSCI Emerging Markets (20%).
Since the markets are somewhat nervous I will not buy at once but instead invest every month until end of this year.

I have chosen the Deutsche Bank x-trackers as they accumulate dividends and use a SWAP mechanism that doesn’t generate a taxable income.

[quote=“Rascal”]My next investment is the world, in fact I started buying yesterday. Investing is done via 3 ETFs: MSCI World (50%), MSCI Europe (30%) and MSCI Emerging Markets (20%).
Since the markets are somewhat nervous I will not buy at once but instead invest every month until end of this year.

I have chosen the Deutsche Bank x-trackers as they accumulate dividends and use a SWAP mechanism that doesn’t generate a taxable income.[/quote]

That sounds pretty good. And I remember reading from the older investment thread that this is a pretty safe bet.

So if you had 100k to invest at this time, you would still follow the same formula?

What I want to do is invest that amount for about 1.5 years (while continually adding to it) and then take the entire investment out and pay for a downpayment on a house.

Do you think the MSCI return is good enough for what I’m planning to do, or should I go for something a little riskier/safer?

Or should I just by a truckload of lotto tickets and hope for the best? :slight_smile:

I decided not to invest the full amount that I have available, instead the money is currently parked on a instant access saving account from where I take ~10% every month to invest in the ETFs.

Investing in the share market / funds for only 1.5 years is way too risky. If the global economy slows down the markets will fall, and since you have no time to “sit it out” you would make a loss.

Considering the time frame and that you need the money go as safe as possible (fixed deposit or similar).

Playing roulette would be a better option. :wink:

[quote=“Rascal”]

Investing in the share market / funds for only 1.5 years is way too risky. If the global economy slows down the markets will fall, and since you have no time to “sit it out” you would make a loss.

Considering the time frame and that you need the money go as safe as possible (fixed deposit or similar).[/quote]

Thanks Rascal. I’ll look into a fixed deposit.

It seems to me like the “share market / funds” are basically gaging your faith in capitalism in the region. Ha, I know it’s a simplistic view but that’s what they sound like to me. I see now how they’re more for the long haul cheers.

I got burned one time through NFL and a bookie but if there’s one game that still attracts me it’s definitely roulette. Black 17 mate, black 17.

Do you characters ever buy individual stocks?

So far I haven’t. I got no clue how to evaluate and pick them, and I am currently not really interested to invest time in that.

Well little rascal that is just what I used to think. Fortunately you can attend my seminar and I can teach you how in just five minutes a week you can achieve the wealth that you deserve. …You will amuse your friends and amaze your neighbors with my innovative, yet time tested investing techniques.

Of course I am joking. Do not get me kicked off the forum for being a fraud!

So far I haven’t. I got no clue how to evaluate and pick them, and I am currently not really interested to invest time in that.[/quote]

No problem. Just look at my favorite stock: KOF, a Mexican Coca-Cola bottler. Seriously, click on that link and tell me what’s not to like.

It’s not some crazy technology or weird investment approach that you throw money into not quite understanding what it is. It’s Coke. Everyone loves Coke, especially in Latin America, regardless of the economy, war, riot, flood, famine, politics or anything else. It’s an indispensible staple in the diet of so many people, especially in Latin America, and that will not change. Period. Well, maybe in 50 years, but certainly not in the next decade.

As you can see it the link, KOF’s past performance is as follows:
1 yr: 31%
5 yr: 199%
10 yr: 180%
15 yr: 625%

That’s fucking awesome, consistent and reliable. I expect roughly the same results in the future. I wouldn’t buy right now, as it’s a little pricy, but I plan to buy more if/when it drops to 48 or so in the next few months. I’ve had a decent chunk of my portfolio in KOF for years, but I only regret that I didn’t put everything there.

My wife buys stocks of the companies we work with… not inside trading…

Land banking. Private investments that purchase farmland at the edges of municipalities in anticipation that the purchased land will be rezoned as residential. After that, sell said farmland to developers and cash out.

BTW, I’m with an investment club that’s currently looking for private investors that has US$500,000 or more in investable money. If you know someone that’s looking for a place to invest sums in this range, PM me and we can discuss the details.

Mother,

You sound like a value investor. Is 48 your MOS for KOF? I just came up with a MOS of 48.

Hm you are willing to put it all on one stock. Are you fan of the former river boat guide? Taking a couple of shots in the dark here.

[quote=“kfed”]Mother,

You sound like a value investor. Is 48 your MOS for KOF? I just came up with a MOS of 48.[/quote]

As they say in Taiwan, you think too much. My thoughts re KOF are not so complex. Here’s KOF’s past performance.

1 mo: 15%
6 mo: 31%
1 yr: 31%
5 yr: 199%
10 yr: 180%
15 yr: 625%

By comparison, here’s theDOW’s past performance:

1 mo: 1%
6 mo: -7%
1 yr: -2%
5 yr: 54%
10 yr: 47%

And, here’s NASDAQ’s past performance:

1 mo: .5%
6 mo: -9%
1 yr: -9%
5 yr: 70%
10 yr: 22%

In other words, KOF soundly trounced the market in each of those periods, short-term, medium-term and long-term. It has performed extremely well on a consistent basis. Yes it’s stock rises and falls, but it’s been on a steady upward trend since its inception, 15 years ago.

Why? Because it’s Coke – an essential staple that people will buy no matter what, especially in KOF’s market of Central America. Moreover, the population of Central America is young and growing like crazy, ensuring a steady growth of future consumers. Of course I recognize that past performance is no guarantee of future performance, but I’m not betting on the past alone. I’m confident that future demand won’t slump. Why should it. It’s not some technology that will be supplanted by a new, better technology or put out of business by a patent infringement ruling; it won’t be defeated by an FDA ruling or other legislation (although there were antitrust questions last summer when KOF bought Jugos del Valle, but they passed that test and made the purchase). So, it’s largely just a matter of common sense.

How did I pick 48 to buy – just a gut feeling based on the long-term past performance. Look at KOF’s 15 year chart. . . .

. . . and you’ll see along with the steady increase, that it has risen and fallen in cycles every 8 months or so and it’s now risen from about 40, in mid 2007, to its present value of 53, without a major correction. It just looks to me like it’s due for a correction, and 48 or so is my gut feeling of a good buying price.

Am I ridiculously unsophisticated and unscientific? Perhaps, but 98% of all stock market experts are wrong most of the time. I’ve had my fair share of wrong choices too, but of all the stocks I’ve ever bought, this is one I feel most confident. I like that it’s simple, I like that it has performed so well over all different time ranges in the past, and I like that it’s never disappointed me.

Never done that. I know that’s foolish. I wouldn’t do it, in part, because it’s always a little hard emotionally to sell other holdings and because of the transaction costs and taxes and just because one should always be diversified. But, I’m confident if I did put everything in KOF I’d almost certainly increase my performance over all of those various future time periods. So, I won’t go quite that far, but I do intend to buy more KOF when the price drops.

John Kerry? That guy from Apocalypse Now? I don’t get it.

I am a fan of Motley Fool CAPS, where thousands of investors, from wall street experts to rank amateurs, voice their opinions on stocks and, as you can see, they’ve given KOF 5 stars and 162 rate it to outperform the market compared to 3 picks for underperform, which wouldn’t be sufficient alone for me to buy the stock but only confirms how I already felt about it.

U are a value investor.

“As they say in Taiwan, you think too much.”

This sounds like what a girl says when you catch her sleeping with your best friend.

Thanks for your input and information.

My impression of your style makes sense now that you say you read Motley Fool.

As far as the swift boat group I am referring to a fellow that wrote a pretty good investment book. This fellow after serving in an SF unit worked for years as a river boat guide and slept in a tent. Phil Town. It is actually a pretty good book and not a bad approach.

Once again thanks for your input.