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REITs

Posted: Mon Aug 19, 2019 9:40 am
by dualstow
Anyone buying them?

Re: REITs

Posted: Mon Aug 19, 2019 10:19 am
by InsuranceGuy
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

Re: REITs

Posted: Mon Aug 19, 2019 11:16 am
by dualstow
150%, that’s a lotta REITs!

Re: REITs

Posted: Mon Aug 19, 2019 12:04 pm
by pmward
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

Posted: Mon Aug 19, 2019 1:14 pm
by dualstow
yeah, they are kind of high now, if 52 weeks matter. But, so is everything else.

Re: REITs

Posted: Mon Aug 19, 2019 2:11 pm
by Smith1776
Yup... I mean, as far as they are included in total market indexes -- to that extent I am buying them haha.

Re: REITs

Posted: Mon Aug 19, 2019 9:12 pm
by Tyler
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.

Re: REITs

Posted: Tue Aug 20, 2019 3:26 pm
by modeljc
Tyler wrote:
Mon Aug 19, 2019 9:12 pm
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.
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.

Re: REITs

Posted: Tue Aug 20, 2019 3:39 pm
by Tyler
modeljc wrote:
Tue Aug 20, 2019 3:26 pm
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.
"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

Posted: Tue Aug 20, 2019 4:17 pm
by modeljc
Tyler wrote:
Tue Aug 20, 2019 3:39 pm
modeljc wrote:
Tue Aug 20, 2019 3:26 pm
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.
"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.
Final is not so strong for me as I am 82 and still thinking about the perfect portfolio. How does the backtest work out?

Re: REITs

Posted: Tue Aug 20, 2019 4:20 pm
by Tyler
modeljc wrote:
Tue Aug 20, 2019 4:17 pm
Final is not so strong for me as I am 82 and still thinking about the perfect portfolio. How does the backtest work out?
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/

Re: REITs

Posted: Tue Aug 20, 2019 4:39 pm
by modeljc
Tyler wrote:
Tue Aug 20, 2019 4:20 pm
modeljc wrote:
Tue Aug 20, 2019 4:17 pm
Final is not so strong for me as I am 82 and still thinking about the perfect portfolio. How does the backtest work out?
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/
Average returns +1.9%. Thanks!