09-02-2015, 11:37 AM
(09-02-2015, 10:59 AM)jim Wrote:(09-02-2015, 10:18 AM)Kerim Wrote: I'm tempted to grab a little more OHI today. My REIT exposure is still only about 6.5 percent, and yield at the moment is 6.7 percent.
Can I ask how long have you been accumulating yours?
Happy to share.
OHI is a newer holding for me. Bought my first pile on 7/2 for $34.99 a share. Second pile 8/25 for $34.33 a share. By value, it makes up 1.5 percent of my DG portfolio, so I have plenty of room to add more and would be excited to average down my price per share.
As for REITs generally, I've been buying those since early 2012. I currently hold NLY, VER, O, HCP, and OHI. All together, they only account for 6.5 percent of my DG portfolio by value. I'd be comfortable raising that to 10 percent or maybe even higher. I love OHI and HCP and the like because they expose me to both healthcare and REITs. I struggle between just accumulating more of the ones I've got (and am comfortable with) and diversifying into a few other REITs.