WPC. I expect the stock to move up somewhat from lows. Ok dividend while waiting. Should be -- maybe -- a sleep-well-and-night stock, if my position were moderate.
WPC overall annual return with dividends reinvested (and no tax paid on them) maybe about 8% past ten yearss.
What should I expect next ten years going forward if I held? Maybe again and still another 8% per year? Ok, I'll take that for now for deploying some cash.
What should I expect next ten years from SPY, which is now up again near highs? Unfortunately, and to my sorrow, it's uninvestable to me now -- AAPL, MSFT, AMZN, NVDIA, et. al. too large a component. Those ships have already sailed. If not already in now, hard for me to justify buying now, let alone seeing as value investments. (I am in some of these stocks, just holding on.). I could see the SPY dropping 15%. I don't foresee that with WPC already near 12-mo low - could happen though.
Maybe rather than SPY, I occasionaly monitor my wife's ira position in QQQE, which is not cap weighted and which gets balanced for equal stock weighting. A better choice for her/us than SPY, imo.
finance.yahoo.com
I hold a bunch of energy stocks -- some oil/gas and coal businesses have committed to paying dividends to stock holders from cash flow. Assuming there is cash flow. I'm pretty diversified here with positions in coal, oil/gas, oil/gas services, wind/solar, nuclear. Diversification to maybe mitigate risk with being in the volatile, feast-famine energy sector. |
