5.23 +0.03 (+0.58%) Sell

IRET investors update their stop-losses higher

13 min read

INVESTORS REAL ESTATE TRUST was among the best performers today. It returned +0.58% to close at 5.23. During the last week it returned -0.19% and saw a maximum drawdown of -0.76% before bouncing back.

[Themes containing IRET]

IRET is currently in a down trend. The current bearish signal has generated a profit of +1.13% for investors in the last three months.


IRET has been outperforming the SP500 index in recent time. Over the last 2 years 11 months and 10 days, IRET underperformed the SP500 index on 51% days.

During the last three months IRET was mostly loss making and delivered on average -0.09% per day. It's best return during this period (of +3.23%) was on Tuesday, 25 Sep, 2018. While it's worst loss in the same period (of -3.24%) was on Thursday, 11 Oct, 2018. There was initially a bullish trend during this period which started on 2 Nov, 2018 and went on till 8 Nov, 2018. The bullish trend returned +2.6% to investors. This was followed by a bearish trend that started on 19 Nov, 2018 and ended on 27 Nov, 2018. This bearish trend lost -2.63% of investor capital.

On monthly basis, IRET delivered losses in more months over the last year, than profits. IRET delivered profits less regularly than SP500 index. IRET was also a more risky investment than SP500 index as it's worst month in the last year, Feb 2018, returned -17.99% compared to -7.28% returned by SP500 index in Oct 2018. IRET had a shorter streak of profitable months than SP500 index. It only went up in 3 straight months during the last year.

You must gain control over your money or the lack of it will forever control you.
-- Dave Ramsey

IRET is becoming more volatile overall. In comparison, the SP500 index is seeing a rise in volatility. During the last three months, there was a significant surge in IRET's volatility from 27 Nov, 2018 to 11 Dec, 2018. While there was a significant surge in the SP500 index's volatility from 25 Sep, 2018 to 29 Oct, 2018.

Advanced/professional short-term investors should note that IRET has significant positive skewness in it's return distribution. This indicates that investors can expect IRET to recover from drawdowns quickly. Which makes IRET a good candidate for investing on short-term bullish trends or even counter-trends hoping for a pull-back.

SP500 index has more chance of extreme outcomes than IRET. Therefore, SP500 must receive a lower allocation than IRET in your portfolio. SP500 index usually has shorter drawdown period than IRET.

On a general note (since you are interested in IRET), three instruments that deserve special mention are TPNL, DFBG and I. They have all outperformed the market and must be closely watched for investment opportunities.

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