Though my blog is titled happy reit investor, my growth stocks seem to be the one doing alright! What irony. Haha.
In anycase, I am thinking of liquidating all my growth stocks that have appreciated considerably. Like keppel, uob, ocbc and AEM, and buy into the REITs that are depressed due to ongoing macro environments, increasing interest rates, Ukraine russia war and to a small extent covid.
Let's see how it goes this week. I especially like Capita land china trust, prime us reit, united Hampshire reit and elite reit.