Hi Hanabi,Sorry i've been in UK a couple of months so havent...

Hi Hanabi,

Sorry i've been in UK a couple of months so havent revisited, but all is going well. Currently holding 10 REITs, all performing very nicely.
Firstly, Percentage gain of all 32 shares in original table since last update 13/06/09.

Average gain since then in approx 100 days is 41.8% if equally invested in all 32. Standout CNP. 4 of 32 went down in this period. OAK & MDT the big losers.

Top 5 on original table return Av: 63%
Top 10 on original table return Av: 70%

Positions 11-22 on original table Av return: 42%

Bottom 10 on original table return Av: 13%
Bottom 5 on original table return Av: 21%

As before suggests significant better returns investing in REITs most battered providing risk is accepted and own research determines good investment. Ratio approx 7:4:2 Top/Middle/Bottom in terms of return over this period, i.e. you could have made nearly 4 times better return picking a battered REIT than a *strong* one on average.



Gain
1 ILF 130.00%
2 VPG 78.57%
3 GMG 35.56%
4 FKP -5.56%
5 AEZ 77.97%
6 IIF 111.86%
7 TSO 30.91%
8 LLP 180.95%
9 MOF 22.00%
10 APZ 37.68%
11 SDG 21.43%
12 GPT 34.00%
13 CER 54.17%
14 ABP 18.06%
15 AEU 50.94%
16 MDT -32.35%
17 CNP 271.43%
18 BJT 27.40%
19 ALZ 20.45%
20 IOF -2.56%
21 CHC 18.27%
22 MCW 23.58%
23 DXS 15.28%
24 CPA 18.75%
25 CDI 6.74%
26 SGP 17.65%
27 OAK -30.65%
28 WDC 20.72%
29 AAD 11.07%
30 CFX 24.46%
31 LLC 43.34%
32 BWP 6.97%