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Strategies & Market Trends : Value Investing
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From: Grommit12/31/2019 9:55:56 PM
5 Recommendations

Recommended By
E_K_S
Lance Bredvold
Nya_Quy
Spekulatius
Steve Felix

  Read Replies (1) of 78763
 
Year End Portfolio...

% of portfolio

6% MAA
5% VFH STAG NEE
4% BDN IRT CONE XEL ES
3% PDM CPT LXP DRE WMB UNP VPU WRK AEP
2% CUZ HTA DLR VBR BRX CDR WRI ROIC CPLG ATO AQN DOC FR EGP
1% IRET OFC REG INN HXL LPT/PLD MPW ADC
0.5% INVH WELL SRC ESS ADM

2019 2018
cash 5.6% 5.4%
utility 17.5% 13.7%
reit 58.3% 65.1%
ETF 9.5% 4.0%
other 9.2% 11.8% (other common)

total 100% 100%

changes from posting in sept:
CONE +
DLR +
REG new
OFC new
INVH -
ESS new

2019 results +30.2%
NYSE 22.3%
REIT index 24.4%
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