On Tuesday,
May 1, I removed Senior Housing Property Trust (SNH) from the
e-FinancialWriter REIT portfolio. The balance of the stocks held for the week
ending May 4, 2012, are up 25.7% since implemented, not including 3.69% in
dividends!
You might notice that I added the S&P United States
REIT Index to the table below. I wanted to give a better apples-to-apples
comparison of how an individual investor can do managing a real estate
portfolio.
And as of May 4, we’re beating the index’s 1-year return
by 2.32 to 1.
|
REIT
|
Sector
|
Blog date
|
Price
|
Closing price 05/04/12
|
Return to date %
|
Dividend yield %
|
|
PSA
|
Self
storage
|
90.75
|
140.49
|
54.81
|
2.81
|
|
|
|
|
|
|
|
|
|
|
VTR
|
Health
care
|
52.87
|
58.53
|
10.71
|
4.00
|
|
|
HCP
|
Health
care
|
|
36.81
|
40.71
|
10.59
|
4.81
|
|
HCN
|
Health
care
|
|
47.53
|
56.21
|
18.26
|
5.18
|
|
|
|
|
|
|
|
|
|
IAECREIN:CN
|
|
19.45cn
|
24.26cn
|
24.73
|
0
|
|
|
ZRE:CN
|
|
|
16.29cn
|
19.89cn
|
22.10
|
5.04
|
|
INVRLPRA:CN
|
|
|
5.45cn
|
5.48 cn
|
0.47
|
1.94
|
|
NNN
|
Retail
|
27.18
|
26.94
|
-0.88
|
5.72
|
|
|
|
|
|
|
|
|
|
|
Index
return
since
inception*
|
|
|
|
|
25.70
|
|
|
Avg 12-mo
return of
REITs in portfolio*
|
|
|
|
|
13.64
|
|
|
Avg
dividend yield of REITs in portfolio
|
|
|
|
|
|
3.69
|
|
12-mo return
S&P REIT index*
|
|
|
|
|
5.89
|
|
|
12-mo
return S&P 500*
|
|
|
|
|
2.16
|
|
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
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