Portfolio Strategy
Combining REITs and ETFs creates a balanced portfolio generating stable income with growth potential.
Allocation Framework
- Core Holdings: Broad market ETFs for stability
- Income Component: REITs for dividend income
- Satellite Positions: Sector ETFs for growth
Implementation Steps
Start with a 60/40 or 70/30 split between ETFs and REITs, adjusting based on income needs and risk tolerance.