Anyone familiar with REITs? What’s a good one to help balance risk of equity holdings?

like
Posting as :
works at
You are currently posting as works at

REITS are equity so they don’t really balance risk. They are just a sector. Any total market fund has a portion in reits.

like

FA1 - I hope you aren’t actually giving this advice to clients

funny

Not overly familiar but it comes up in some lazy fund portfolio strategies, suggested 5–15%. I hold a bit of VNQ but it’s less than 1%.

I own some to diversify, but < 5% of overall portfolio. Some value in having them in your Roth, eg the Vanguard REIT ETF, because you won’t get taxed on dividend payouts. As for picking individual funds, that’s just gambling. I’ve done decent on 2 and bombed on 1, so don’t even bother.

Related Posts

Has anyone hooked up with someone taken? Thoughts? Consequences of your actions?

like

Amy recommendations for an ivf doctor in Mumbai? Low AMH and poor response to IVF round 1
Thanks

like
like
like

What is the best / funniest name you've found in your corporate directory? I'll start: at Morgan Stanley we have a young employee named Morgan A. Stanley. (Where else could he work?)

like

Completed AWS Solution architect professional certification. Have total experience of 14 yrs , 6 yrs in AWS. How much can I expect from a switch. Currently getting 16 lacs.

like

Out of curiosity, how do you all feel about the “haha, recorder is a joke” jab from other teachers? While I enjoy a good laugh, it kind of bothers me coming from non-music teachers.

like

Looking for Apple, Google, YouTube, Beats, Amazon referrals, TIA!

like

Hello Fishes,

I'm currently serving my notice period. LWD is on 06-Sep. My manager said that he will try for an onsite opportunity with other projects like the UK or europe as he doesn't have any onsite (US) opening in the current project. Yesterday he said he found a UK project having an onsite opportunity and said that the respective manager will contact.

I'm holding an offer for 26LPA with 8.5 YOE with product based company.

I really confused to make a decision. Pls help

like

Which one should I join?

IBM
PWC
EY
Optum
Global logic

like

Got a offer from Deloitte india and not USI in Consulting division. Skill SAP Technical. How's the practice and what's the difference between India and usi practice. DeloitteDeloitte USIDeloitte India.

Your inputs will be really helpful.

like

Hi Team,

To those that are working in BDM Strategic Partnerships world, what is the expected salary range?

I am based in California with around 3 years of BD experience.

I am looking to see if this is a career path I am interested in pursuing so any advice or insight is greatly appreciated.

Thank you!

like

Is there a point to buying back calls you sold early if they are insanely OTM? Fake example) Sold a PLTR 4/16 $35 strike call for 10 cents, now its worth 1 cent. I read about people buying calls back before expiry if they reach 50% or more of the gains but in this case it wouldn’t make sense right?

like

What’s the most exotic/weird country you’ve been in?

Anyone else dread baby showers? I don’t want to go to my friends baby shower just because of the social aspect of it. Dreading the side conversations that I may have. I know it’s to focus in on my friends upcoming baby but I’d rather just do a 1:1 to catch up. What’s the best way to change your RSVP without lying and looking disrespectful?

like

At what mile count should you be replacing shoes? What shoes are you using, and why do you like them? I currently have the Hoka CarbonX

like

Just turned 30, and I feel like I was in a box for yrs and I just want to escape for a moment. All the success seems to not make me happy. Does anyone else fell the same ?

like

Has anyone recently gone through Deloitte interview ? If you have do you mind sharing the experience?

like

McKinsey & Company Bain & Company URGENT ADVICE : Presenting to client in 10hours: how to be very time conscious?! Will have like 30m for 12 slides but when on stimulants find it very difficult to be conscious of time or even look at time when I’m busy presenting. Thoughts?! Boston Consulting Group McKinsey & Company Bain & Company Strategy&amp;

like

Getting a bit stir crazy. Any recommendations for a 4-5 day relaxing trip within driving distance?

like

Additional Posts in Personal Investment Chatter

Has anyone maxed out their Roth for the following year yet? Thinking of taking it out of my account for the following year and capitalize on the gains

like

Thoughts on a high yield savings account (~2.25% interest) vs a money market account (~2.5% interest)?

like

Can someone explain to me what my cost would be if I took a 50k cares act withdrawal from my 401k? It says there is no 10% early withdrawal penalty but the income tax will have to be paid. If I withdraw 50k how much will I actually take home after applicable fees and NYC taxes? I'm trying to figure out if it is worth dipping into my retirement. Do anyone have any experience with this? Thank you.

like

How do I know what to add to my roth? I have a few indexed funds but haven’t dabbled in stocks. I’m 25 years old so I want to do something riskier. I have $1500 to invest in something today...

like

Looking to invest in some new stocks. Any recommendations? TIA

like

Is watch a good investment vehicle in terms of resale value?

like

Any thoughts on ARKK and MGK ?

like

If you have a side gig/small company that you run while working as a consultant, how much extra compensation does that bring you in each year, on average?

like

Best fixed income ETF?

like

Any non-US citizen made change to their brokerage account after leaving US? Did you encounter limitation to the type of investment that you had to change their investment type? Any tips would be helpful. I had opened Charles schwab and I think I would need to switch to international account …

like

Anyone have experience with refinancing student loans with SoFi? Pros/cons? They are offering a fixed 2.5% rate matching the term left for my federal loans that currently have a 6.8% rate.

like

I'm a noob with bonds, can someone break down ibonds for me in idiot proof language?

Per what I'm reading the interest rate is 9.62% if I buy through Oct 2022. It's a 30 year investment, but I can withdraw after 5 years without 3 month penalty.

Questions:
(1) Is the interest rate fixed or variable over the term of the bond?
(2) Assuming 9.62% is annual return but definitely want to confirm 🤣
(3) Do most people actually keep it in 30 years? I'm looking at 5 years for now and re-assess

likefunny

Repeat with me, this is a buying and holding opportunity! 👏🏻

like

Are there any circumstances in which the giftee would pay to gift tax? I thought no, but I am now hearing there are situations where that would be the case. Can anyone with experience clarify?

like

I see that my potential loss is about $23K in next one year based on my current 401K mix when there’s a hiccup in the market. How do you view this loss? Too much?

likehelpfulfunny

Overcontributed to Roth IRA in 2020. Can I recharacterize to traditional IRA and convert back to Roth IRA without incurring any penalties? Anything I might be missing?

like

Any advice on the following investment mix? Late 20s, invested in funds mostly and not really looking at individual stocks. Long-term play and trying to maximize growth. Any of these duplicative, any I should specifically add/remove or consolidate? Thanks!

PS - Ignore the SPAXX

Post Photo
like

Hey all! I would appreciate some feedback on my investing strategy: I want to buy QQQ3X when QQQ goes below 118$. I believe a major market reversal (a crisis) should take place in late 19 or (cont)

Any thoughts on zero cost fidelity funds. Any you like?

like

Not sure if this has been discussed before — my new employer's policy doesn't allow me to participate in their 401k plan immediately, only after 90 days. Wanted to see if this is a common practice (first time for me), and if your employer compensates you in any way for the lost savings opportunity.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal