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1 Year update
#6
(08-12-2016, 10:55 AM)divigrow Wrote:
(08-12-2016, 10:40 AM)EricL Wrote: I really like your portfolio, well done.

Other than adding some utilities and REITs when prices come down, I think you've got pretty much all of your sectors covered.

Thank you for the input EricL. I follow your articles on SA, and my portfolio is heavily influenced by yours. Interestingly, I plan on selling HCP and VTR after the summer.  My father, a CPA for over 40 years, suggested I hold REITs in my Roth rather than my taxable account due to the tax implications of the dividends from REITs.

Yeah, good idea. I didn't realize this was a cash account.

Good luck!
My website: DGI For The DIY
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Messages In This Thread
1 Year update - by divigrow - 08-12-2016, 10:03 AM
RE: 1 Year update - by ChadR - 08-12-2016, 10:13 AM
RE: 1 Year update - by divigrow - 08-12-2016, 10:27 AM
RE: 1 Year update - by EricL - 08-12-2016, 10:40 AM
RE: 1 Year update - by divigrow - 08-12-2016, 10:55 AM
RE: 1 Year update - by EricL - 08-12-2016, 11:45 AM
RE: 1 Year update - by DividendGarden - 08-15-2016, 09:23 AM



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