| | | my year.... down 15.6% but no complaints. since i am approx 50% reits, my % has been between the NYSE and REIT index recently. now at 54% reit, 21% utility, 5% def companies, 13% other, 7% cash. ultra safe.
Reits were clearly up too high after 2021 and came to earth. valuations generally quite reasonable now. retail reits doing well, but office reits are priced as very high risk. will reconsider things after 2022 financial results and 2023 outlooks published. no homeruns needed -- annual divs at all time high > $250K. (divs are 40% taxable, 35% trad IRA, 25% roth). With new law, no RMD this year -- just more roth conversion.
portfolio
over 5%: MAA APLE NEE STAG
4% to 4.5% LXP
3.5% to 4% CPT PLD ES XEL
3% to 3.5% NNN IRT HR TRTN AEP VYM
2.5% to 3% KIM DOC HIW LHX UNP
2% to 2.5% GD F ATO
1.5% to 2% AIRC KRG BDN CUZ AQN D
1% to 1.5% BRX FR EGP ORI VIS
< 1% REG OC DLR PDM ROIC
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