Sunday, September 9, 2012

REIT portfolio update

The REITs in the e-FinancialWriter portfolio continue performing well: Up 25.37% over the past 12 months and up 35.70% since inception, not including dividends.

REIT
Sector
Blog date
 Price
 Closing price 09/07/12
Return to date %
Dividend yield %
PSA
Self storage
      90.75
                                           146.82
61.79
2.89







VTR
Health care
      52.87
                                             65.04
23.02
3.74
HCP
Health care

       36.81
                                                46.64
26.70
4.25
HCN
Health care

      47.53
                                             58.66
23.42
5







IAECREIN:CN
Canada
 19.45cn
25.76cn
32.45
0
ZRE:CN
Canada

 16.29cn
20.74cn
27.32
4.83
INVRLPRA:CN
Canada

 5.45cn
 5.54cn
1.70
1.86

NNN 
Retail
27.18
31.12
14.50
 4.98







Index return
since inception*




35.70

Avg 12-mo
return of REITs in portfolio*




25.37

Avg dividend yield of REITs in portfolio




3.44

12-mo return
S&P REIT index as of 08/31/12*




16.6

12-mo return S&P 500*




24.58


Source: Bloomberg
*Does not include dividends paid

If you have trouble seeing the chart, just in zoom in with your web browser.

Enjoy your weekend!

George
P.S. I’m on Twitter. Follow me at http://twitter.com/efinancialwrite for frequent updates, personal insights and observations on how to have a healthy retirement.
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