This group is for discussion of portfolio management, with a focus on users of Quantext Portfolio Planner (QPP) and Quantext Retirement Planner (QRP).
Note: Neither Quantext nor Geoff Considine is a Registered Investment Advisor. The opinions expressed on this site, and all analysis, should never be construed as advice to buy or sell anything. While there may be advisors joining in discussions on this site, their opinions expressed here should be interpreted in the same way and should never be interpreted as advice to buy or sell.
Quantext is a strategic adviser to FOLIOfn,Inc. (www.foliofn.com), an innovative brokerage firm specializing in offering and trading portfolios for advisors and individual investors.
A wide range of detailed articles can be found at http://www.quantext.com
Yeh Geoff- TIAA reports the annualized SDs for 1,3,5,7, and 10 years as 1.68, 1.84, 1.92, 1.74, and 1.67 respectively. Return for 1,3,5, and 10 years has
I agree with your general conclusions. An annual SD of 2% is very low--especially for a real estate fund. Going forward, there would have to be a massive
Bill- Thanx for your observations. I concur that is what is probably going on. The SD is so low that QPP forecasted returns are low also - in the range of a
Your data is too perfect. You mentioned in the other thread the following:"This account represents direct ownership in mostly commercial real estate and does
Geoff- Sent to you via forum email, as requested. One question. I guess I didn't realize that the returns shown for each asset on the Portfolio Report page