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Strategies & Market Trends : Value Investing

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From: Grommit	1/4/2017 6:57:15 PM
	Read Replies (2) of 78744

I am in process of realigning my portfolio, as I mentioned. Selling some pref stocks today because I no longer view them as a safe 6.5% or more. You can buy them and get your 6.5% to 7.5%, and prob collect that amount long past maturity date (forever?), but I am now more concerned about the prices dropping below par. I think there is more safety in a reit paying 4% and growing by 3%, or any combination that adds up to 7 -- also more liquidity. I am also spreading my bets in order to be properly diversified in the different reit sectors. To reduce taxable income, I also want some low div payers that have growth potential (like TPH). When I am done I expect the portfolio to be almost on autopilot. recent new adds -- HCN HTA KRG HTGC PDM PLD WRI AFSI TPH LNT FWIW -- excluding pref stocks , major holdings, in order high to low $: MAA LXP CPT CDR INN BDN NEE OFC KRG SBRA ADC STAG CCP BRX UNP DFT SO DOC WRI VTR HTGC DLR HTA PDM ATO EGP TPH DRE ADM VPU WLH MPW HXL HCN LNT PLD SE AFSI WFC

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