December 10, 2018: How Defensive Are REITs?

by | Dec 11, 2018 | Asset-Allocation, Bonds, Economy, Feature, Gold, Headline, Income, Inv, Investments, IRA, Markets, Mutual-Funds, newsletter, Portfolios, Retirement

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As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

How Defensive Are REITs?

We have long argued that REITs (Real Estate Investment Trusts) should be considered as a core asset class in asset allocation (see, for example, October 16, 2017: REITs As An Asset Class). In this newsletter, we revisit its current state. 

First, let’s look at the current asset trends. 

REITs and defensive sectors are still holding

US stocks quickly reverted back to downtrend last week. However, REITs are still in a positive trend:

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