I am holding a tiny position in VNQ, it represents about 0.5% of my portfolio. I bought it more than 10 years ago and it certainly has under performed the broad market. For some reason, I know....the psychological biases I have and the need to tinker some, I want to add to this position using fixed income assets. I always try to resist making changes but I am thinking it may have some benefit as an inflation hedge.
Just want to put it out there for feedback. To qualify my current situation, I am a die hard indexer holding more than 90% of my assets in Total US stock market, Total Bond Market, and Total international market indexes. I have a small tilt to small cap holding about 7% in Russell 2000 index fund.
One thing I noticed was that VNQ is holding stocks like American Tower and Prologis so I already have them by being invested in a broad market index. So adding to VNQ would only represent a tilt further to the real estate asset class. I always bounce up against my firm belief that it's a fools errand to try and pick sectors or individual stocks successfully when I have these thoughts.
Just want to put it out there for feedback. To qualify my current situation, I am a die hard indexer holding more than 90% of my assets in Total US stock market, Total Bond Market, and Total international market indexes. I have a small tilt to small cap holding about 7% in Russell 2000 index fund.
One thing I noticed was that VNQ is holding stocks like American Tower and Prologis so I already have them by being invested in a broad market index. So adding to VNQ would only represent a tilt further to the real estate asset class. I always bounce up against my firm belief that it's a fools errand to try and pick sectors or individual stocks successfully when I have these thoughts.