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Strategies & Market Trends : Retirement - Now what? -- Ignore unavailable to you. Want to Upgrade?

To: Investor2 who wrote (279)	2/2/2018 10:11:41 AM
From: Drygulch Dan	Read Replies (1) \| Respond to of 288

Never considered REITs...too close to my non market investments to consider balanced. I think the concept is generally a good idea though and an easy way to begin to move money away from the concentration of stock ownership, I have always enjoyed owning property outright or financed through mortgages. The core of my holdings remain a couple of cash cow condos that continue to fund us month after month, year after year.

To: Investor2 who wrote (279)	6/22/2018 12:37:06 PM
From: OldAIMGuy	Read Replies (1) \| Respond to of 288

Hi I2, Re: REIT investing............. I've only added back W.P. Carey about a year ago to my "sandbox" of ten individual stocks. I trade ~10% increments around the core position over time. While not amazingly active, it has offered some reasonable trades so far. Here's a look: Profit exclusive of dividends is ~6% since starting 14 months ago. Add to that the ~6% yield and one has reasonable total return. Here's a year's look-back on three REIT exchange traded funds. VNQ from Vanguard, DRW from Wisdomtree (intl REITs) and EWRE (Equal weight US REITs). All sort of move together but you can see how the international one marches a bit to its own drum: I've always kept some REITs in my general income portfolio. I use Treasury ETFs of various maturities, Corporate Bond and Preferred ETFs as well as some high yield Corporate ETFs. Those plus the REITs give me a spread across the interest rate cycles, business cycles and inflation. Hope this helps a bit. Your question about REITs back in February was well timed prices have improved since then.