This post is more of a look at REITs as a general sector.
I came across an interesting part 2 post of a post on Permanent Portfolio. I will talk about part 1 perhaps sometime later. That post have enough interesting things that we should ponder about.
7 years ago, I wrote a post about exploring the permanent portfolio. And we explore whether that is the holy grail of what we are looking for in investments:
We want a decent long term expected return We do not want too high of a volatility
So a permanent portfolio, which is the concept of Harry Browne in the 1980, is to create a portfolio made up of
Gold Cash or very short term safe instruments Equity Bonds
These 4 tend to be asset classes which are rather less correlated with each other.
The idea is that if you have 25% allocation