| | | Re: Young Folk Portfolio ... Add On Buys
The first of the month cash contribution of $200 hit the Roth account yesterday. Since everything is on automatic dividend reinvestment, the monthly cash contributions are all that can be used for add on buys.
I recently added MAA, VICI and ESS to this portfolio with the objective of having real estate represent 12-15% of the portfolio value. These REIT's are the smallest positions in the Young Folk Portfolio and I want to start building them up in size.
Today I had enough cash to buy:
ESS .. 1 share @ $230.66
Here is what the REIT portion of this portfolio currently looks like after today's add on buys.
REIT Balance: $36,728
Annual Income: $1,305
Dividend Yield: 3.56%
Dividend Growth: 7.0%
Real Estate currently represents 10% of the portfolio value.
HOLDINGS:
O ......... $7,824
LSI ...... $7,206
PLD ..... $7,111
DHI ...... $5,321*
VICI ..... $3,168
ESS ..... $3,120
MAA .... $2,979
*DHI is a home builder and not a REIT but it made sense to me to have a home builder as part of a real estate portfolio.
All future contributions will be going into VICI, ESS and MAA until they each equal $5,000 in value. |
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