If you're retired and rely on the income I would stick with your plan, but if you can have a "play" account to start swing trades, then go for it until you feel comfortable to increase that portfolio. my main larger portfolio is simliar to yours with mutual funds of stocks and bonds and I rebalance it, my smaller portfolio is the swing trade account and the reason I can do ok in it is because its small enough % wise that I can handle the swings if it goes the wrong way. but even though its smaller, $ wise and % wise its doing better then my main this year. Good luck.
Interesting approach. I'm retired and value the income from stock and dividend ETFs, and I've hesitated taking the trading road. I think I'll select a few stocks and ETFs and take some gains when they come, see how things go. Thanks.
No, the gains easily outweigh the tax impact, dividends and price appreciations. I've made way over 100% on YRCW alone. I have 2 portfolios, short term and long, short term usually does way better % wise.
do you find that the tax impact of your short-term gains outweigh holding for a combo of the dividends and price appreciation?
I believe Specialty REITs are in finite, dedicated areas such public storage properties, gas station properties, timber properties and so forth. I'm assuming they are therefore, as an individual holding, diversified the way a general REIT fund such as VNQ is.
I now have a "buy" order in at $57.75. Will it get there? Who knows? But interest rates look to continue to rise. If that's the case, there's a decent chance VNQ might touch my target.
Sentiment: Strong Sell
I noticed that 25%+ of VNQ is comprised of a category called "Specialty REITs". I understand that this includes specific industries like Healthcare. I have not been able to find the exact industry break out. Does anyone have this information or know where to find it? Thanks
Unlike some people, I'm in this REIT for the long term as a small part of my retirement portfolio. Just looking accumulate at reasonable prices.