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Strategies & Market Trends : Dividend investing for retirement

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To: Jacob Snyder who wrote (33627)6/16/2021 8:48:11 PM
From: E_K_S1 Recommendation

Recommended By
Graustus

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The other positive for utilities is as a monopoly they have pricing power in inflationary periods. I have been building up my NG utility basket; ATO (2.47%), SO (4.14%), NRG (3.51%), SJI (4.45%), as well as other larger utilities; D (3.22%), SRE (3.07%), EIX (4.52%), WEC (2.92%), ETR (3.49).

Many of these I have owned for many years and have sizable capital gains (if sold). I tend to do small adds when yields are at/near 4%.

Been doing the same w/ a basket of REITs but have the largest holding in the Vanguard Real Estate Fund (VNQ). VNQ at an all time high and reflects higher real estate prices (so I see REITs as an inflation hedge as well as an income producer). VNQ yields around 3% but is +60% from the 2020 March low and +23% YTD.

VNQ price range from 2005; low 3/2009 was $25 and high 6/2021 $103.68
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