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

5 Replies
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