We all love low expense mutual funds. So lets just agree on that right now.
With that said, a common theme in /r/investing is (value vs. growth strategies aside) we are not in love with retail (Macys, JCP, Kohls, Sears, Target, Walmart, etc). We are not in love with REIT's that cater to these markets (SPG). We are trying to find ways to better expose ourselves to the economies of Amazon, Etsy, and the alike. I think most of us will agree, we want no exposure to the coal industry. Nothing political about it per se. We all know NG is cheaper than coal, going to be cheap for some time, and coal in even its cleanest forms is not going to stick around forever. You get the thesis, right?
I have found some mutual funds that like to have a social component to them, and they invest in socially acceptable businesses only, but they seem to compromise return for growth, and don't really focus on US Economy - Ex Legacy Industry
Lastly, am I putting too much thought in to the exposure I have to "legacy industries" by way of indexing? E.G. - 10k of REIT exposure with 9% of the REIT going in to SPG alone = $900 of exposure to a company you would rather not have any exposure to.
Are the handful of Kodak's and Yellowpages that are to come, not going to impact me as much as I think they will?
Lastly; who thinks the mid-market retail doom is overhyped? As in, who is to say we won't continue to see malls redevelop themselves to fill vacancies? E.G. - Burlington Coat leaves a mall, but Cheesecake Factory or Planet Fitness moves into its place. I think that this redevelopment aspect of the mall story is key to them surviving, and I am wondering if we all agree that no amount of redevelopment is going to keep mall REIT's in the green?
Any favorite ETF's or mutual funds that offer some interesting exposure? And at what point do you justify a higher expense ratio, for a better looking mutual fund or ETF?
Submitted March 02, 2017 at 07:55AM by factory81 http://ift.tt/2mORu6M
