This yahoo chart shows reit index up 22% and NYSE up 5.4%. The reit index may be correct but the NYSE is only up 4.2% 2014 -- going from 10,400 on 12/31/13 to 10,839 12/31/14. Maybe yahoo started with 1/1/14 open and not 12/31/13 close?? And be aware that the chart ignores dividends. I am not sure of the div rates for the two, but reits prob average 4% to 5%, and the S&P is presently at 1.8%.
Anyway -- reits were good for me this year, and not good last year. Click on the "2 year" option to see.
CHART
I am presently 5% cash, 6% utility, 5% other common, 26% pref stocks, 58% reit common.
Present yields are reits 5.4%, pref 6.9%, utility 3.1%, other 1.9% -- overall 5.5%
I was not always at this wimpy mix. I was heavy into energy trusts, energy stocks, & others in the past. I got wimpy after the 2008 crash, loading up on beaten up pref stocks at that time.
| Grommit | NYSE |
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| | 2014 | 22.3% | 4.2% | | 2013 | 4.1% | 23.2% | | 2012 | 22.1% | 12.9% | | 2011 | 7.0% | 6.1% | | 2010 | 29.0% | 10.8% | | 2009 | 111.5% | 24.8% | | 2008 | -50.7% | -40.9% | | 2007 | 14.8% | 6.6% | | 2006 | 17.5% | 17.9% | | 2005 | 29.0% | 6.9% | | 2004 | 24.1% | 12.2% |
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| | simple ave | 21.0% | 7.7% | | compound % | 15.4% | 6.0% | maybe add 2% to NYSE for dividends = 8% |
