Episode Details

Episode 150: A REIT Extravaganza, His Dudeness (Again), The New Perfect Portfolio Book And Talking PFF

Season 2 Episode 150 Published 3 years, 11 months ago

In this episode we answer questions from Steve, Alexi, Mycontactinfo and Brandon. We discuss choosing REITS better than you might with a REIT fund, "inflation winners and losers", the new "In Pursuit of the Perfect Portfolio" book, and the preferred shares fund PFF.

Links:

VNQ holdings: VNQ - Vanguard Real Estate ETF | Vanguard

NAREIT REIT Sectors: REIT Sectors | Nareit

REIT correlation matrix: Asset Correlations (portfoliovisualizer.com)

Alexi's Article on Assets that Benefit from Inflation: What Works When Inflation Hits? | Man Institute | Man Group

Perfect Portfolio book link: In Pursuit of the Perfect Portfolio | Princeton University Press