SRET: High-Yield ETF And How I Build My Portfolio With REITs

Wise Bull
1.42K Followers
(13min)

Summary

  • I target an 8% yield for my income portfolio, achievable through an macro adaptive investment process across asset classes.
  • Mortgage REIT ETFs offer high dividends, diversification, and stable base for starters. I will highlight  three of them for my HY8 portfolio.
  • I plan to add gradually mREIT ETFs positions, anticipating rate cuts and more clarity from economic growth (landing), positioning my portfolio with a defensive (safe) bias.
  • I am Wise Bull, an active SA writer with a focus on income funds and income-driven portfolios. I have been an active investor for the last 5 years with a total of over 20 years of investment experience.

Profits Ahead Road Sign

JamesBrey

I have set 8% high yield (HY8) as a target for my income portfolio. I have found the objective to be achievable but a bit stretching. However a stretching goal would "force" me to find what I called "WISE Edge" holding choices for my portfolio. The process will

This article was written by

1.42K Followers
Advanced education in economics, business management and engineering. Professional experience with product management and development in high tech industry, including advisory with multiple fintech startups. Have been investing in growth companies since 1998. Recent interest of investment also includes income-focused portfolio, fund-based approach.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of SRET, MORT, REM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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