REITs or dividend growth stocks?

[Harmony Management]

Good evening everyone,

Investing in REITs to diversify your portfolio, OK. Personally, I sleep better with nice companies with growing dividends even if at the time of their purchase, their dividend yield is half that of REITs. I am curious to know what proportion of your portfolio you invest in REITs, and you Jérôme?

[Jerome]

For me, REITs are only useful as a complement to growing dividends, to diversify your portfolio. They have the double advantage of being partially decorrelated from the stock market and self-protecting against the variation of their currency, the dollar (they vary in the opposite direction, like oil companies). I also clearly prefer growing dividends of course. To date, I only have 3 REITs in my entire portfolio (37 positions in total). So 8% in terms of positions, 5% in terms of value.

[Author]

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