Entry92.23→Now92.28
Small caps and REITs offer value Open original source
VNQ Vanguard Real Estate ETF Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
15:21
Oct 20
Oct 20
Bloomberg Markets
Small caps and REITs offer value
He also sees value in unloved small/mid-cap stocks and REITs as AI benefits spread and investors diversify away from concentrated AI leadership.
VNQ
Vanguard Real Estate ETF
Long
1ST
—
—
04:18
Sep 16
Sep 16
Bloomberg Markets
US REITs attractive on value, muted supply.
US REITs have disconnected from rising rates, up about 14% this year, because they were attractively valued versus the S&P 500 on price-to-cash-flow, investors are rotating from Mag 7 growth into value, and supply is muted with 10-year low deliveries; this supports cash returns and fundamental growth.
VNQ
Vanguard Real Estate ETF
Long
1ST
—
—
16:19
Sep 09
Sep 09
Bloomberg Markets
Diversified 20/20/20/20/20 cuts drawdown risk
The Awesome Portfolio allocates 20% each to stocks, bonds, gold, cash and real estate; it historically averaged about 9% annually with half the S&P 500's volatility and a worst drawdown of only about 12%, making it a one-size-fits-all, stress-free framework that should be rebalanced once a year.
VNQ
Vanguard Real Estate ETF
Long
1ST
—
—
About VNQ Investor Commentary
Across the available history and selected sources, Buzzberg tracks VNQ (Vanguard Real Estate ETF) across 12 sources: 18 bullish vs 0 bearish calls from 19 authors. Historical directional balance: 62% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 29 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish, 2 other directions. Latest voices: Brent Schutte, Rick Romano, Jared Dillian.