REITs
Moderator: Global Moderator
REITs
Anyone buying them?
loot "goods taken from an enemy, etc.," 1839, Anglo-Indian, from Hindi lut, from Sanskrit loptram, lotram "booty, stolen property,"fm. PIE root *reup- "to snatch"
curfew - early 14c., curfeu, "evening signal, ringing of a bell at a fixed hour" as a signal to extinguish fires and lights, ... from Old French cuevrefeu, literally "cover fire"
curfew - early 14c., curfeu, "evening signal, ringing of a bell at a fixed hour" as a signal to extinguish fires and lights, ... from Old French cuevrefeu, literally "cover fire"
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InsuranceGuy
- Executive Member
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- Joined: Sun Mar 29, 2015 1:44 pm
Re: REITs
I bought most of my REITs at the beginning of the year, but am 150% REITs at the moment (using DRN to get additional leverage). Currently only buying with new contributions.
My buying is completely driven by my model approach though: viewtopic.php?f=10&t=9404
My buying is completely driven by my model approach though: viewtopic.php?f=10&t=9404
Re: REITs
150%, that’s a lotta REITs!
loot "goods taken from an enemy, etc.," 1839, Anglo-Indian, from Hindi lut, from Sanskrit loptram, lotram "booty, stolen property,"fm. PIE root *reup- "to snatch"
curfew - early 14c., curfeu, "evening signal, ringing of a bell at a fixed hour" as a signal to extinguish fires and lights, ... from Old French cuevrefeu, literally "cover fire"
curfew - early 14c., curfeu, "evening signal, ringing of a bell at a fixed hour" as a signal to extinguish fires and lights, ... from Old French cuevrefeu, literally "cover fire"
Re: REITs
I really wish I would have loaded up in my VP a while back when they were still really beaten down. I thought about it, but chose not to. Kind of regretting that one. Oh well.
Re: REITs
yeah, they are kind of high now, if 52 weeks matter. But, so is everything else.
loot "goods taken from an enemy, etc.," 1839, Anglo-Indian, from Hindi lut, from Sanskrit loptram, lotram "booty, stolen property,"fm. PIE root *reup- "to snatch"
curfew - early 14c., curfeu, "evening signal, ringing of a bell at a fixed hour" as a signal to extinguish fires and lights, ... from Old French cuevrefeu, literally "cover fire"
curfew - early 14c., curfeu, "evening signal, ringing of a bell at a fixed hour" as a signal to extinguish fires and lights, ... from Old French cuevrefeu, literally "cover fire"
Re: REITs
Yup... I mean, as far as they are included in total market indexes -- to that extent I am buying them haha.
For the money you can't afford to lose, why would you invest it in anything other than the PP? 
Check out the Goldsmith PP: https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=9613
The government causing inflation and giving us TIPS is like breaking our legs and giving us crutches.
Check out the Goldsmith PP: https://www.gyroscopicinvesting.com/forum/viewtopic.php?f=1&t=9613
The government causing inflation and giving us TIPS is like breaking our legs and giving us crutches.
Re: REITs
Funny you should mention that out of the blue. I've been considering adding an REIT fund for a while now and am pretty close to pulling the trigger. It's not a timing thing for me, but I sorta like them in moderation for the income in good times and inflation protection when needed.
I've been considering adding an REIT fund for a while now and am pretty close to pulling the trigger. It's not a timing thing for me, but I sorta like them in moderation for the income in good times and inflation protection when needed.Mechanical engineer, history buff, treasure manager... totally not Ben Gates
Re: REITs
Thanks for all the good work over at Portfolio charts. I would be interested to know what you think might end up being a final allocation for you.Tyler wrote: ↑Mon Aug 19, 2019 9:12 pmFunny you should mention that out of the blue.
Re: REITs
"Final" is a strong word. I always have an open mind to new information. But I'm leaning towards this:
20% Total Stock Market
20% Small Cap Value
20% Long Term Treasuries
20% Gold
10% REITs
10% Short Term Treasuries
It still basically runs like a PP with a side of SCV. I'm just looking at replacing some of the cash with REITs. They provide some of the same inflation protection with a bit more income and my cash levels are already pretty healthy relative to my expenses. The overall portfolio also has performed especially well in certain metrics that matter to me like perpetual WRs.
One of these days I'm going to write a post about my portfolio and how I got there. Not that my story is anything special, but it's always good to hear different investing perspectives.
Mechanical engineer, history buff, treasure manager... totally not Ben Gates
Re: REITs
Final is not so strong for me as I am 82 and still thinking about the perfect portfolio. How does the backtest work out?Tyler wrote: ↑Tue Aug 20, 2019 3:39 pm"Final" is a strong word. I always have an open mind to new information. But I'm leaning towards this:
20% Total Stock Market
20% Small Cap Value
20% Long Term Treasuries
20% Gold
10% REITs
10% Short Term Treasuries
It still basically runs like a PP with a side of SCV. I'm just looking at replacing some of the cash with REITs. They provide some of the same inflation protection with a bit more income and my cash levels are already pretty healthy relative to my expenses. The overall portfolio also has performed especially well in certain metrics that matter to me like perpetual WRs.
One of these days I'm going to write a post about my portfolio and how I got there. Not that my story is anything special, but it's always good to hear different investing perspectives.
Re: REITs
In this case modeling it for yourself is a lot simpler than waiting on me to post a bunch of charts.
https://portfoliocharts.com/portfolio/my-portfolio/
Mechanical engineer, history buff, treasure manager... totally not Ben Gates
Re: REITs
Average returns +1.9%. Thanks!Tyler wrote: ↑Tue Aug 20, 2019 4:20 pmIn this case modeling it for yourself is a lot simpler than waiting on me to post a bunch of charts.
https://portfoliocharts.com/portfolio/my-portfolio/