Anyone planning to trade/speculate the Ethereum Merge event?

Discussion in 'Crypto Assets' started by johnarb, Aug 14, 2022.

  1. johnarb

    johnarb

    #61     Sep 26, 2022
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  2. johnarb

    johnarb

    #62     Sep 27, 2022
    NoahA likes this.
  3. No crypto trades for me for many weeks now. Been snatching up more REIT units and even today and last night some REIT ETFs with high dividend yields.

    I do love the fact that Questrade now allows After-Hours trading. I never used to be able to put in trades and get filled around 6 pm at night. The odd time, I used to have a market-maker do something within 30 minutes after market close when they had to re-balance their delta's and do other clean-up, but that was it and often a long-shot.
     
    #63     Sep 27, 2022
    johnarb likes this.
  4. deaddog

    deaddog

    Which REITs you buying?
     
    #64     Sep 28, 2022
  5. Smallcap reits that avoid the big-guys from arbitraging away the good stuff, and with very tenured staff. Like NexLiving, which is one of the VERY FEW times in my life I will get some penny-stocks.

    Slate Office, Nexus, etc. etc. etc. Office reits are the big bargains right now. I will think about posting in the Stocks forum if you are really interested. Every night I re-go over the financial statements... there are 50 REITs in my Canadian portfolio, though many are diversified into Europe, etc.
     
    #65     Sep 29, 2022
    johnarb likes this.
  6. deaddog

    deaddog

    Wow that's a lot.
    I took a hard look at them a while ago and figured that for the most part they were underperformers. I manage a couple of income portfolios for small non profit organizations.
    I look for stocks/funds that grow their dividends/distributions. These are hard to come by when you are looking for a 6 to 7% return with no loss of capital in a drawdown. The other thing that shows up in the portfolio is distributions over 8% with earnings greater than the dividend.

    Throw up a performance chart against the Canadian Bank ETF and check your holdings over the last few periods. 3 months, 1 year, 5 years etc. I'll bet you could cull over 1/2 of what you hold.

    The one I find really hard to beat is the Canoe Income Fund.
     
    #66     Sep 29, 2022
    johnarb likes this.
  7. Every week I will drive out to check out another building(s) from any REITs I am keeping an eye on. Just to check out the vacancy in the lot, does the building really look like it's still a Class A, etc?

    Besides Slate Office (SOT), I locally have BTB, TNT, Novalis, etc. All office/commercial selling at big discounts to NAV right now. And not that long ago you had to over-pay a premium just to buy shares. Many of them still rent out to government offices so no fear of whole tenant base going bankrupt. Even if the government really does go bankrupt (which they are). Haha.

    If you are looking for growth and safety that performs like a bond, you may want to check into the Apartment reits like Minto. They have buildings all over my town, but the yield is so low right now because everyone is doing the flight-to-safety thing and panicking. Hence, this is why I am doing the exact opposite to lock in the 10% yields.

    On the other hand, what happens in the next big crisis, when apartments are tanking and no one wants them anymore? Then everyone will want to run back into Office REITs? Well, by then it will be too late. You need to do it before-hand. Like... NOW.

    No such thing as risk-free & high yield... You want those yields, you need to take SOME risk at least.
     
    #67     Sep 29, 2022
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  8. TrAndy2022

    TrAndy2022

    There is a correlation for ETH to Nasdaq100 on the hourly chart if you overlay them. So when Nasdaq goes down then ETH goes down too and vice versa. So watch out Nasdaq moves here. My two cents.
     
    #68     Sep 29, 2022
    johnarb likes this.
  9. johnarb

    johnarb

    New yield farm + swap, algorithmic stablecoin and lending protocol on Ethw mainnet now live

    iykyk

     
    #69     Oct 3, 2022
  10. johnarb

    johnarb

    #70     Oct 3, 2022