By Achilles Research : Health Care REIT ( HCN ), just like Realty Income ( O ) or Omega Healthcare Investors ( OHI ), has consolidated extensively after fears about a REIT bubble emerged in May. Traditional Real Estate Investment Trusts which purchase real estate properties were as much hit as ...
I justify our retirement portfolio 's aggressive 65/35 FI/equity AA with a gross AWR = 3.49%. Investment horizon = 39 years. And high bond prices. Conservative: age = FI. Modertate: age-10. Aggressive = age-20. Port equity % = 100 - gross AWR.
it makes sense to hold it in a taxable account. If you're holding a sleeve of cash as a component of your retirement portfolio 's long-term strategic asset-allocation plan, it's fine to hold it within the context of your tax-sheltered
Hi, I'll be retiring at 66 in one year. I've been self employed for 36 years; also have done all of my own investing. Somewhere here I read some good advice - 'at this age it is necessary to change from growth to growing income'. Having chased growth for 36 years, I am having difficulty following
guidance is more likely to suit your needs. On the other hand, if there's the possibility you could raid your retirement portfolio to fund other goals while you're still working--for example, you plan to tap your Roth IRA to pay for college
sources of income you can rely on in retirement, the longevity history of your own family, your savings rate, and the size of your retirement portfolio . This article discusses how these kind of factors can affect your asset allocation.
right--or roll over a good chunk of change from an employer plan--an IRA can be key component part of your retirement portfolio . Given that fact, plus the many complexities involved with the IRA wrapper, it's probably no wonder that
Hello all, My father is retiring at the end of the year and needs someone to manage his retirement portfolio . He'll have over 1M to invest and knows very little to nothing about investments. A few years ago I had intriductory, informal
for asset allocation across regions and sectors. We often hear that non-US stocks have a role to play in our retirement portfolio , so maybe a look at long term performances of some key indices will give us some clues on where to start. Of
By Regarded Solutions : Prior to giving our updates, I would like to focus in on a new stock selection that will be added to both portfolios: Franklin Street Properties ( FSP ). This REIT makes investments in commercial real estate. It owns and leases its space at premium, yet affordable prices. ...