Investment ideas – a mea culpa, Alternatives in a sell off and REITs

A shorter than usual investment ideas section this week. Why I was SOOO wrong about Russia, plus a suggested alternatives portfolio for defensive investors and REITs : cheap or not?

Mea culpa on Russian fund

First up an apology. Back in November on my old Adventurous Investor blog, I suggested that investors might want to take a closer look at a Russian investment trust called JPMorgan Russian Securities. I suggested it could join my Dynamic 35 list of funds. I thought it was cheap and was a useful insurance against continued moneta…