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

<p>In this episode we answer questions from Steve, Alexi, Mycontactinfo and Brandon.  We discuss choosing REITS better than you might with a REIT fund, &quot;inflation winners and losers&quot;, the new &quot;In Pursuit of the Perfect Portfolio&quot; book, and the preferred shares fund PFF.<br/><br/>Links:<br/><br/>VNQ holdings:  <a href='https://investor.vanguard.com/etf/profile/portfolio/VNQ/portfolio-holdings'>VNQ - Vanguard Real Estate ETF | Vanguard</a><br/><br/>NAREIT REIT Sectors:  <a href='https://www.reit.com/what-reit/reit-sectors'>REIT Sectors | Nareit</a><br/><br/>REIT correlation matrix:  <a href='https://www.portfoliovisualizer.com/asset-correlations?s=y&amp;symbols=VTI%2C+VNQ%2C+VNQI%2C+REET%2C+BXP%2C+PLD%2C+O%2C+SPG%2C+AVB%2C+WY%2C+VTR%2C+WELL%2C+PSA%2C+AMT%2C+CCI%2C+DLR%2C+WPC%2C+VNO%2C+LAMR%2C+GLPI%2C+LAND%2C+IRM&amp;timePeriod=2&amp;tradingDays=60&amp;months=36'>Asset Correlations (portfoliovisualizer.com)</a><br/><br/>Alexi&apos;s Article on Assets that Benefit from Inflation:  <a href='https://www.man.com/maninstitute/when-inflation-hits'>What Works When Inflation Hits? | Man Institute | Man Group</a><br/><br/>Perfect Portfolio book link:  <a href='https://press.princeton.edu/books/hardcover/9780691215204/in-pursuit-of-the-perfect-portfolio'>In Pursuit of the Perfect Portfolio | Princeton University Press</a></p><a rel="payment" href="https://www.riskparityradio.com/support">Support the show</a> (https://www.riskparityradio.com/support)