As I have indicated before, I like balance index
investing. However, I also like REIT stocks and
did pretty well in several of them years ago.
I don't want the risk of individual stocks anymore
but Vanguard's REIT fund may scratch the itch, and
I would like to add some to my IRA.
Is the fund a good buy at today's price ($16.47)?
The income distributions have been remarkably
stable over the past 5 years averaging $.80 per
share with a max of $.82 and a min of $.76. At
$.80 per share it is about like buying a 5% very
long term bond, except that there is very little
correlation with bonds or stocks. The meger amount
of data did not show any income growth.
Previous posts on this subject seemed to average
about 10% of your total port as a resonable amount
to invest. That seems about right to me as well.
As a class, REITS are volatile and seem to me to be expensive right now. What is a good strategy to get in. Plunge, DCA, Value Average, Wait?
Should REITS be considered as part of your bond mix,
or SCV? I believe that it would be best to just let
them stand alone and do the balance thingy with your
other assets.
Thanks for your help.
Charlie
investing. However, I also like REIT stocks and
did pretty well in several of them years ago.
I don't want the risk of individual stocks anymore
but Vanguard's REIT fund may scratch the itch, and
I would like to add some to my IRA.
Is the fund a good buy at today's price ($16.47)?
The income distributions have been remarkably
stable over the past 5 years averaging $.80 per
share with a max of $.82 and a min of $.76. At
$.80 per share it is about like buying a 5% very
long term bond, except that there is very little
correlation with bonds or stocks. The meger amount
of data did not show any income growth.
Previous posts on this subject seemed to average
about 10% of your total port as a resonable amount
to invest. That seems about right to me as well.
As a class, REITS are volatile and seem to me to be expensive right now. What is a good strategy to get in. Plunge, DCA, Value Average, Wait?
Should REITS be considered as part of your bond mix,
or SCV? I believe that it would be best to just let
them stand alone and do the balance thingy with your
other assets.
Thanks for your help.
Charlie