Question: I have dropped commodities for the “well rounded portfolio” and embrace pretty much what you have advised here in this November post. But you don’t mention REITs [Real Estate Investment Trusts]. I still have about 8% in REITs but am thinking of selling those as well. Thoughts? Answer: REITs are businesses, so they fit into Read more »
Is This a Reasonable Allocation for a Working-Age Investor?
Question: I’m considering changing our retirement portfolio allocations as indicated below. Would you mind commenting on this? Nearly all is in tax sheltered retirement accounts and we probably will begin easing into retirement in 12 years at age 60. I read your blog and think it makes sense for us to maintain separate asset classes Read more »
How Useful Are REITs in a Portfolio?
Question: What role, if any, do you see for Real Estate Investment Trusts in a retirement portfolio? Why? Are there any REIT funds you prefer? Answer: As anyone who has been reading me for a while knows, I believe that ownership of businesses providing useful goods and services is the foundation of wealth creation. Equity Read more »