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Strategies & Market Trends : Value Investing

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From: Grommit1/1/2018 7:51:07 PM
2 Recommendations

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Ditchdigger
E_K_S

   of 60919
 
2017 YEAR. I am still predominately into reits (60%). I underperformed the big market indicies this year, but beat the reit sector which was pretty flat. I ended up 12.8% for the year. Calculated my CAGR for the past 14 year period -- since I started keeping track -- 14.9% annual compounded. NYSE = 8%.

Sold pref stocks early in 2017 due to interest rate increase risks. I recently bought vanguard ETFs -- VOO VYM VO VFH. Figuring that the tax cut would help regular companies more than reits. And it gives me some exposure to the overall mkt.

Super sized holdings: MAA DLR CONE LXP BDN PDM STAG FR NEE & VOO
Decent sized: CUZ QTS AIV CPT DRE UNP ES XEL & VYM VFH VO
Smaller: a dozen or so others.

PS. Although I keep track, I have to remind myself that I am not trying to beat the market.
I went to safe dividend stocks after the 2008 crash.

2017 2016 2015 2009 2008 2007
cash 4% 7% 4% 2% 4% 0%
pref stocks 4% 30% 31% 62% 31% 0%
utilities 13% 7% 6% 5% 3% 0%
reits 59% 52% 49% 17% 50% 34%
energy stocks 0% 0% 0% 6% 12% 52%
ETFs 12% 0% 0% 0% 0% 0%
other stocks 7% 5% 11% 8% 0% 14%
100% 100% 100% 100% 100% 100%

me NYSE
2017 12.8% 15.8%
2016 18.7% 9.0%
2015 7.8% -6.4%
2014 22.3% 4.2%
2013 4.1% 23.2%
2012 22.1% 12.9%
2011 7.0% 6.1%
2010 29.0% 10.8%
2009 111.5% 24.8%
2008 -50.7% -40.9%
2007 14.8% 6.6%
2006 17.5% 17.9%
2005 29.0% 6.9%
2004 24.1% 12.2%
CAGR 14.9% 5.9%
14 year



NYSE index excluded dividends --
add 1.8%, so the total annual return = around 8% CAGR.
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