35 year horizon - what would you hold?

Discussion in 'Stocks' started by Shimu, Jul 17, 2015.

  1. Timing is a real problem with that question.

    I agree with the previous person who posted that there's no such thing as a passive investment. There are times when the money comes easy, and times when full-time fund managers with lots of experience get creamed. You need a plan, and you need to educate yourself about the defensive side of the game.


    If you are going to invest it all at once, buying into an inflated equity bubble isn't very good timing. On the other hand, other investments don't look so good either because of flat rates. That leaves real estate I guess, which isn't really my balliwick. Farmland isn't going to get any cheaper, we can at least make that assumption, and it may hold more of its value when all this debt and leverage blows up and gets unwound. If I were you, I'd read up on REITs. Also, the US is running out of undeveloped coast line. It's pretty much one big traffic jam from Miami up to Maine, and the West Coast isn't much better. I'd imagine Canada has the same issues. I live in Mississippi, and have done some driving between coasts. The stretch between New Orleans to Tallahasse is pretty much undeveloped, and certainly not overbuilt. A lot of this area was wiped out by Katrina in 2005, and is only now getting back to tourism standards. With America getting older and retiring, I have to think investments in this area, an area with very low taxes, would do well over that kind of time line.

    The US is busted, and is heading for a currency crisis. Middle class homes are not selling. People are going bankrupt and/or retiring and downsizing. Rental rates are skyrocketing. I can't see this trend changing for a long, long time. I'd focus on investing in rental properties and small starter houses.

    In terms of defense, if there's one take away from these rambling, it should be that you can get ripped off in real estate just as easily as in penny stocks so I'd read up on money management and don't put all your eggs in one basket.
     
    #11     Jul 18, 2015
    skotten84, hajimow and Clubber Lang like this.
  2. Consumer non-cyclicals. Reinvest the dividend.
     
    #12     Jul 18, 2015
  3. Global REIT's or International Equities with active management (adjusting portfolio weights)
     
    #13     Jul 19, 2015
  4. xandman

    xandman

    Lumber. Hay Farm next to a cattle feeding operation.
     
    #14     Jul 19, 2015
  5. One word...plastics.
     
    #15     Jul 19, 2015
  6. Frankly, if things keep changing in the next 35 years as much as they have since 1981, you might want to start your own company grinding spear heads from old car parts pulled from the rubble of civilization.

    (my bear side is showing again)
     
    #16     Jul 19, 2015
    classiccharts17 likes this.
  7. trendo

    trendo

    #17     Jul 19, 2015
  8. LOL....you are killing me!

    In that case, buy Agri land, dig a water well and get solar panels and save gold bars underground in different nominations/weights.....after all that.....invest in REITS and International Equities, just for the fun of it till the party is over
     
    #18     Jul 19, 2015
  9. xandman

    xandman

    You haven't made plans?

    I have a bug out bag, a vehicle with zero electronic parts in case of an EMP attack and caches.

    Additionally, I know which part of the US can't possibly get hit by a nuclear weapon and somewhat isolated from radioactive drifts. I won't tell which places for obvious reasons.

    Oh, your gonna have problems.
     
    #19     Jul 20, 2015

  10. Good plan! i m living in some remote desert place surrounded with mountains on one side and the sea on the other, population density close to zero. Plenty of fish here!!

    Not saying where either. I m sure you can figure it out.
     
    #20     Jul 20, 2015