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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: Dnorman who wrote (32865)	8/24/2000 9:02:32 PM
From: Rande Is	Respond to of 57584

Dnorman, Looking at our REIT port designed April 13, 2000 to be a Long-Term shelter for the summer of 2000. . . and a way to maintain our springtime highs. . . siliconinvestor.com Our boring old REITS that never seem to move year after year, yet just happened to OUTPERFORM every other sector in the past 4 to 6 months. . . . . .Not to mention that nearly every stock listed in our Sample port issued handsome dividends of between 5% and 20%. TRU is up 90% SHI is up 60% DOM is up 39% MARPS is up 24% NET is up 23% SPK and EPD are up 20% CLR is up 19% BXP is up 18% SFI and RAS are up 16% WIR is up 15% BRE is up 13.5% CPP [now EOP] is up 12.6% EQR is up 11% The sample port that I put together is now up 16.2%. . .down from highs of closer to 20% early in the month. Considering the past 5 months in the market. . . those are still impressive gains. And adding the dividends back, the actual return is considerably higher. It appears we are at highs in the REITs that haven't been seen in quite some time. There will most likely be a rotation back into techs over the next month. . .so as each stock issues its most recent dividends, I'd be working my way out of some of these. . . unless you have come to enjoy the amazing dividends that some of them have issued over the past 6 months. The thing to remember is that REITs can be a nice safe place to park when the portfolio gets too tech weighted. Sorry I can't tell you whether or not to sell. . . Rande Is