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Strategies & Market Trends : Young and Older Folk Portfolio
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To: chowder who wrote (1496)3/20/2023 4:25:43 PM
From: chowder2 Recommendations

Recommended By
peterad
red cardinal

  Read Replies (1) of 21910
 
Re: Young Folk Portfolio ... 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 build them up in size.

Today I had enough cash left over to buy:

VICI - 2 shares @ $31.30

Here is what the REIT portion of this portfolio currently looks like after today's add on buys.

REIT Balance: $37,060
Annual Income: $1,336
Dividend Yield: 3.61%
Dividend Growth: 7.0%

Real Estate currently represents 10% of the portfolio value.

HOLDINGS:

O ......... $7,631
LSI ...... $7,429
PLD ..... $6,964
DHI ...... $5,659*
VICI ..... $3,149
ESS ..... $3,130
MAA .... $3,098

*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.
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