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Non-Tech : Kirk's Market Thoughts
COHR 164.29+6.7%12:59 PM EST
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To: Sun Tzu who wrote (12388)11/15/2021 12:29:42 PM
From: Kirk ©  Read Replies (1) of 26635
 
That seems a logical progression.

What would you recommend? I like triple diversification of real estate (REITs plus a home in a desirable place), stocks and fixed income. My TIPS and I-Bonds are doing great these days.

I have some iBonds that will pay over 10% and many will pay 7.12% for the next six months.

Rates: kirklindstrom.com

I had those iBonds to offset the small mortgage (relative to value) remaining on my home and now that "hedge" is earning money as it is worth more than the outstanding balance.

They are a pain in the rear to track so I stopped buying 10K a year when the portfolio got large enough... but now with rates so low... I probably should have kept buying and done the work.

REITs have vastly outperformed my index funds. Due to having so much of my portfolio in my own "Explore stocks" with my taxable money, I classified REITs as "fixed income" in my portfolio for rebalancing purposes and that has allowed exceptional performance for the fixed income despite the low rates. I take profits and buy back the occasional dips but like my best stocks such as AMAT and LRCX, I'd have done well just holding... of course when you and the markets are at record highs, profit taking and rebalancing looks less intelligent than it does during a bear market.
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