galeno
Recycles dryer sheets
#64 galeno
Dryer sheet aficionado
Join Date: Nov 2002
Location: Alajuela, Costa Rica
Posts: 41
I'm thinking about cutting back our equity from 65% to 60%. I'm also thinking of diversifying into a REIT for 5% of port vs overweighing EM equities by 5% because they are cheap.
The forward PE for the REIT = 38. The forward PE for the EM equities = 13.
Diversify with REIT or tactical rebalance with EM stocks?
Dryer sheet aficionado
Join Date: Nov 2002
Location: Alajuela, Costa Rica
Posts: 41
I'm thinking about cutting back our equity from 65% to 60%. I'm also thinking of diversifying into a REIT for 5% of port vs overweighing EM equities by 5% because they are cheap.
The forward PE for the REIT = 38. The forward PE for the EM equities = 13.
Diversify with REIT or tactical rebalance with EM stocks?