1Wk·

Realty Income Targets

In my savings plan for 2 years, dividend now pays my monthly fees for $AAPL (+0.09%) of 2,99€ for my storage so that I can see all your contributions ! I am very dissatisfied with the performance of the share itself as it is actually only going sideways / down.

What do you think $O (-0.18%) or would you reallocate ?

15.07

Realty Income

Received x15.81 Dividends at $0.269

$4.252

26 Comments

Sansebastian@Sansebastian

1Wk

It's just a share that many people like because of the monthly dividend. If you can do without it, you should definitely reallocate. Because the share doesn't perform particularly well.

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Mary@Maryylou

1Wk

@Sansebastian absolutely ! What would you switch into or are you rather against dividends?

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Chris@1Chrischi1

1Wk

i will also shift them around in the future, but i will leave them for the time being, maybe something will happen in the next few weeks and then into $MAIN

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Sansebastian@Sansebastian

1Wk

@Maryylou I'm not against dividends, but I don't need them and would never choose a share because of them. If you still want a REIT, then take a look at $PLD.

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Dividendenopi👴@Dividendenopi

1Wk

@Sansebastian when I benchmark Prologis with Reality, I see few reasons for this

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K@TechNav

1Wk

@Sansebastian Amen 🙏

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DividendHawk🦅@DividendHawk

@Sansebastian Agree, but if interest rates come down, the share price will also rise again. Powell's departure would be a positive signal for the share price

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Sansebastian@Sansebastian

@DividendHawk when 😉
I generally don't think much of REITs.
But everyone is welcome to do as they please :-)

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DividendHawk🦅@DividendHawk

@Sansebastian That's perfectly all right. Nevertheless, there is much to suggest that we will see higher prices when interest rates fall

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Thomas@Thomas_1963

1Wk

I continue to build up the position at prices of 47/48 euros and speculate on one or more interest rate cuts and prices of 60-70 euros.
I also had nothing in the real estate sector.

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DTA@trade_commander_2498

1Wk

@Thomas_1963 I agree with you. I would like to top up at €48, but it's holding up bravely at mid-€48 at the moment. Absolutely ok for me. Of course, the development also depends heavily on the price. I am at over 51€. That doesn't look good, of course, but the future will correct that. At the latest when interest rates fall.

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Matzke@Matzke

1Wk

It is a fixed component in my cash flow portfolio! It does what it's supposed to do - pay me a monthly dividend - it's the chicken on my farm that lays eggs for me every day, so what do I care about the price of laying hens except - cheaper is always better. Take a look at the price of Realty Income in US dollars - then you will recognize the reason for the poorer performance!

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Sven@Svengus

1Wk

Hasn't $O outperformed the S&P500 over a 30-year period?

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Uwe@SchlaubiSchlumpf

@Svengus no blan, but the 30 year view is pretty cool if you include the dividends. I did that at some point. I didn't keep the spreadsheet. But if Walls has gone down for a while, of course someone knows better 😅

However, I would emphasize that the risk with Realty is greater than with the S&P 😅

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Luca@Luc700

1Wk

I see the fair value of $O at USD 55-65, which is also the average price target of most analysts. I am therefore continuing to build up the position with DCA and speculating on a recovery.

Of course, this also depends on the decisions of the orange man, which could have a positive or negative impact on the US real estate sector.

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Matzke@Matzke

1Wk

30 years ago, Realty Income's share price was around 1.90 dollars and has paid out around 55 dollars in dividends over the last 30 years.

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Carsten@Carsten1970

1Wk

I also held them for a while, but due to the recent constant fall in share prices, I switched to $TDIV. It has a 2% lower dividend, but growth. OK, it only pays out 1/4 a year, but that's ok for me

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Hodlinvestor@Hodlinvestor

1Wk

if you want performance, a reallocation might make sense for you. Personally, I would wait for a turnaround in interest rates in the USA and see how things develop... The dollar/euro ratio should not be ignored either...

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Nuqqx@Nuqqx

One of my favorite stocks, I hope for a move below 48 € and then we will reload...good that some cash is still there after the April dip :D

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Bierchen C.@GuenDolf

1Wk

I only recently moved them to $JEGP.

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K@TechNav

1Wk

@GuenDolf would make more money even with a boring MSCI World. Even if you didn't pay 30% tax, you would still make more money with the $IWDA $VWRL. Do the comparison

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Bierchen C.@GuenDolf

1Wk

@TechNav These are two different positions, the $VWRL is my core and is actively saved with a target weighting of 60% (currently 54%) and the $JEGP is expanded purely through dividend income (and by selling $O) so that dividends become more dividends.

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Daniel@TheDenbo

1Wk

Runs in my savings plan

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Mav83!@Maverick4831

1Wk

Runs monthly with 50€

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Smudo@Smudeo

1Wk

OK as an alternative to fixed-term overnight money hopping. It will be exciting when the FED cuts interest rates, then we will see prices between 55-60 range.

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Matzke@Matzke

During the dot com crash 2000-2002 tech stocks lost about 78% of their value, Reit's made gains. I have massively reduced my tech positions - this is of course not a recommendation for anything or anyone! Regards

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