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Josh Brown: The Best Performing Asset Class No One Talks About
FYI: (This is a folow-up article) Many investors and media outlets begin and end the conversation about portfolio construction with a ratio of how much stocks versus how much bonds people should hold. Sometimes cash is mentioned. Sometimes alternatives or gold or commodities get brought into the discussion, too.
You very rarely hear people discuss the role of publicly traded real estate in their portfolio mix. Usually, this piece gets lumped into the equity side or neglected outright. Standard & Poor’s has historically included REITs in the Financial sector, alongside banks, insurers and brokerages. Investors take their exposure to the group for granted. Regards, Ted http://thereformedbroker.com/2016/07/10/the-best-performing-asset-class-no-one-talks-about/
