In The Market?

[Redbird]

@slsdly - REITs for me.

Jacob, are there any books or resources that you recommend for REIT investing? I've been interested but not sure how evaluate individual REITs.

Also, do you keep yours strictly in a tax-advantaged account?

[jacob]

@Redbird - I do---all my investments are tax-optimized. It's been years since I last read a book about REIT investing. I almost exclusively rely on analyst reports (mostly CFRA which are free through my broker) for any kind of evaluation and will usually just pick the best in breed for a given megatrend that I think is happening but which the market does not.

As for reading books, I favor reading the standard finance/business freshman curriculum following by trips to the library and picking out random books to see what/how other people are thinking. It's been a while since I've done that. My interests are elsewhere now.

[Redbird]

Thank you, Jacob, I appreciate it!

[Kipling]

@ thedollar - sorry not to have picked up your query before now. My bond-equivalents are entirely the NPV of a state-backed final salary pension scheme and the state pension. These are bond-equivalents rather than bonds, I don't own any actual bonds.

Currently I'm 1.8% metals, 63.1% shares, 21.2% bond equivalents, 13.9% cash.

[Nomad]

Just an update on this. I am currently 40% in the markets..

[Bankai]

Last week: 92.5/7.5% stocks/cash. Wednesday morning: 61/39% (went cash in my trading account). Currently: 74/26% (dipped my toe in the water in trading account going 25% long). Once this pullback is over I'll go 95/5%.