So Im going to be making an m1 brokerage account (Normal). I opened up a Roth IRA With vanguard and put your usual boring ETF/Index funds stocks that I won't touch till I retire. Also pre-apologies of this being a long post.
HOWEVER, I did want to have something for the intermediate length term that I can watch and learn. I have my Robinhood account I put very little in (were talking like 20 bucks a month) to just play around with. This however is meant to just grow for the intermediate term, aimed at mainly doing dividends with strong companies for the long term. I wanted to have a piece of multiple sectors that I feel are long term plays but I wanted everyone's thoughts (Suggestions are def. wanted! Im a beginner, this is just my feeling and some basic research i've done so im not claiming anything purely asking advice). Also remember this is NOT my roth IRA or 401k. This is something im going to be intermediately funding to learn more about the market and for intermediate to long term growth. I will not be putting all of my money in these or anything.
- REITS: I do want some of these as they typically pay good dividends and are "relatively" stable, however the normal real estate ones don't interest me. This would probably not make up a huge portion of my m1 "Pie" but I do like some of these (Besides Reality Income Corp which is boring but strong performance). With interest rates rising I don't see this as a good buy right now....plus I feel like Millennial's probably won't be buying as many houses in the next few years. Just doesn't feel strong.......HOWEVER the following do feel like strong ones:
- Data Center REIT's: Equinix/DLR and Coresite all seem appealing, I know in 2018 they've hit a dive........but that seems like maybe the best time to buy while they are a little bit low. I know rising interest rates obviously will affect them...but with everything in the world going digital and companies storing more data than ever I see this being strong in the future. (If you had to pick which ones would you?). I also feel like Iron Mountain fits in here too (as they seem to be a pretty strong dividend wise....but i've heard some shakiness in their long term strategy from doing some research).
- Industrial REIT's: As retail places move more towards online (Amazon/Etc...) this seems like a very strong buy and hold (Good dividends, and I think online stores and shipping are clearly more the norm nowadays). Prologis is the one I know is amazons biggest one, but i'd like to hear of others too.
- Infrastructure REITS: Same reason as above, I only see this industry growing (as it currently is). SBAC and AMT are two that stand out (Although I don't believe SBAC pays out dividends, but it still seems like a strong growth option). I don't know much about the area but i'd like to hear of others.
- Senior Home/Health living facility REITS: SNH and VTR are two high dividend payers that I feel are pretty recession proof...I mean even as medicine advances health care facilities (especially senior health care facilities for all the baby boomers) I see are going to be even a bigger necessity.
- Timberland/Farmland/Specialty: These are specialty ones, I like Gladstone Land(LAND), they've had 2 large farmland acquisitions (I file this under the "people gotta eat", plus they are relatively inexpensive). FPI has had some issues it seems. As far as Timber I honestly have zero clue, Weyerhauser has been mentioned as being pretty strong...but im not knowledgeable about it. It seems like it'd be a solid long holding. However I don't know how in-line Timber is affected by a slowing real estate market (or what I feel is going to be).
- Manufactured Homes/Apartments/Retail/Public Storage: Retail feels like it will be def. on a downturn, Im too uncomfortable about Manufactured Homes to want to invest in their REITS. Apartments "feel" like they may become more popular.....but I really have a tough time knowing what their future is with rising interest rates. Also not knowledgeable enough on public storage (i've heard mixed reviews on their future).
- Energy/Utilities: I'd like to have some solid high dividend energy stocks. Preferably some in renewable energy as well. However I am completely ignorant about this sector. Dominion and Duke seem popular, No idea on some of the "Big oil" companies. I'd like to throw in some in some renewable energy companies (Which Im sure are very low now since Trump doesn't seem to have any interest in them) but it's a matter of time (And might as well buy while they are low)
- Tech: I feel like there is enough information out there on these and which ones are solid.
- Bonds: No idea on these??? I think they would be good to have to diversify. I don't think they should make up a significant portion however.
- Consumer/Industrials: I like Costco/Walmart here, as well as Coke/Pepsi. For Industrials I like UPS (goes along with the "Shipping everything nowadays" as well as 3M/Boeing and Waste Management. Also Caterpillar because eventually infrastructure WILL become a problem (it already is) so this seems obvious to stick in.
- Other Suggestions: This is where you come in :) (Obviously i'd be pulling some from the Aristocrats).
Submitted September 29, 2018 at 09:25PM by mercfh85 https://ift.tt/2zECQYY
