As I mentioned early on the logic of ever lower yield, this is spot on and have benefited from it. Check the links on earlier articles. Entering big on Reit/Tr since last year. Is a strong ride for my portfolio within 6 months.
So with another shot on Reits to another record level this week … when is this going to end ?
That’s an interesting question. The answer maybe is to do a spectrum of different instruments (see below charts). Bear with me the rough accuracy as I do this on a quick pace while my baby is still sleeping.
As I can see, the gaps are not very big between them right now. Have we reach a platter ?
We need growths. Sure there are still some hidden gems out there on Reits. As a rough guide for me, if there is exchange in positions