SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Retirement - Now what?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Investor2 who wrote (279)6/22/2018 12:37:06 PM
From: OldAIMGuy  Read Replies (1) of 288
 
Hi I2, Re: REIT investing.............

I've only added back W.P. Carey about a year ago to my "sandbox" of ten individual stocks. I trade ~10% increments around the core position over time. While not amazingly active, it has offered some reasonable trades so far. Here's a look:



Profit exclusive of dividends is ~6% since starting 14 months ago. Add to that the ~6% yield and one has reasonable total return.

Here's a year's look-back on three REIT exchange traded funds. VNQ from Vanguard, DRW from Wisdomtree (intl REITs) and EWRE (Equal weight US REITs). All sort of move together but you can see how the international one marches a bit to its own drum:



I've always kept some REITs in my general income portfolio. I use Treasury ETFs of various maturities, Corporate Bond and Preferred ETFs as well as some high yield Corporate ETFs. Those plus the REITs give me a spread across the interest rate cycles, business cycles and inflation.

Hope this helps a bit. Your question about REITs back in February was well timed prices have improved since then.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext