Belated Hello!
FABERD
04-25-2008, 7:28 PM | Post #2511765 |
5 Replies
I moved my 4 -5% Reit holdings from TAREX (Third Ave Real Estate) into TRREX last month in my Scottrade Roth. TAREX did not pay out regular dividends being more of a Reoc than a pure Reit fund. If I want to own Reits I want the divs so this fund seems a better fit for me. Anyway, this is my 1st TRP fund and I know some of you from other boards so I'll be stopping by.
Hello and thanks,
Dave
Re: Belated Hello!
04-25-2008, 8:11 PM | Post #2511775
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Welcome, Sir Dave
(As you see, you cannot escape me...hehehehehe).
Happy weekend,
;)
Hetty
Re: Belated Hello!
04-25-2008, 9:16 PM | Post #2511790
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Dave,
I also want to welcome you to the T. Rowe Price Fund Family Forum.
I don't own T-Rex, but I do own some TAREX, which is conveniently available through my 401k. I have my Real Estate allocation equally divided between TAREX and EGLRX, Alpine International Real Estate fund. When I bought EGLRX a few years ago it seemed to do more zigging when the market was zagging. I also owned it in a Roth before TAREX became available in the 401k. Currently, EGLRX seems to be more correlated with Asian stocks. It does have a health dose of RE from that part of the world. Imagine that! Anyway, I was thinking of selling EGLRX, and doubling TAREX to the 6% portfolio RE allocation. TAREX has become more global in its holdings lately, so I don't think I need both funds anymore.
That's my story, and I'm sticking with it:^)
Coy
Re: Belated Hello!
04-25-2008, 9:50 PM | Post #2511798
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Hi Dave!
Nice move getting into TRREX when you did..
I keep a 5% allocation to TRREX come hell or high tide. I sell it off if it gets too much above my target and buy into it when it tanks. Works like a charm.
If I ever get nervous about it I place a call to my buddy helmut and he gives me a lesson on the merits of patience and the bonus that comes with rebalancing.
migues
Re: Belated Hello!
04-29-2008, 4:43 PM | Post #2513001
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[quote user="HettyGreen"]
Welcome, Sir Dave
(As you see, you cannot escape me...hehehehehe).
Happy weekend,
;)
Hetty
[/quote]
Thanks for the Royal Welcome Queen Hetty! And thanks for all the other "welcomes" as well.
Do we get into politics here? : )
Dave
Re: Belated Hello!
04-29-2008, 6:00 PM | Post #2513026
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DAVEX:
Politics? Only to laugh about them.
;)
HETTX