2Año·

Hello everyone 🙋‍♂️. Today let's take a look at my REITs in the portfolio.


➡️ The REITs have a total value of ~45,179 EUR and thus a weighting of 12.97% in the overall portfolio 👍.


➡️ The largest value is $O (-0,83 %) with ~7,456 EUR, smallest the $HABA (-0,15 %) with ~982 EUR.


➡️ You can find a (sub)sector overview on the screenshots.


➡️ As a cashflow fan I am a big friend of Real Estate Investment Trusts (REITs). I maintain these REITS as a portfolio in the (total) portfolio, so to speak.


➡️ The Net Lease subsector is the largest in terms of weighting, and that's the way I want it. I will gradually expand this sector.


➡️ The Commercial Mortgage sub-sector is also deliberately underweighted.


➡️ I am not represented in some sectors, for example Timber REITs. In others (e.g. Data Center) indirectly (via Iron Mountain).


➡️ Overall, REITs account for just under 13% of the total portfolio, with a target weighting of up to 25%.

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2 Comentarios

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Very nice setup 👍🏻
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