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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (71697)12/7/2022 12:09:57 PM
From: Grommit2 Recommendations

Recommended By
Lance Bredvold
Spekulatius

  Respond to of 78708
 
Gosh, thanks. I have concentrated investing in Reits since the 08 troubles, and esp in scarry times, like now. I am > 50% reits which is slightly higher than normal. And with utilities at 20%, that = wimpy investing. This year has been ugly and I made some expensive blunders, like selling DAN right before it jumped recently. I sold other non-reit common stocks and reited up due to nervousness. At any rate, I am below NYSE average this year, but better than REIT index. Over the years I compare self to NYSE and Reit index, and tell myself that the objective is not beating anyone else. I've been thankfully hitting the higher of the two indexes (greenish color).

Reit 56%
Utility 21%
cash 5%
defense stocks 5%
ETF 4%
other 10%