REIT 1: AFR

Looking at AFR, an REIT, the first thing that caught my eyes was the 9.4% dividend. Then I looked at the 5-year graph, which looks rather predictable.



If I bought it in Jan 05 at $16, and sold it at $12 in Jan 06, the dividend had better be greater than 25%. I wonder what the deal is with this REIT.

My portfolio

Lately I've been thinking more about my investments. When I was an intern, I put some money away in money market accounts. After I got out of school, I started putting money into indexed funds. Since my investment and retirement accounts are spread out among a few institutions, I never quite knew how my portfolio was doing. A few days ago I collected data from my accounts, and plotted these two charts:





The legend is made up of [fund name, percent] pairs. Fund names are either sticker symbols, cash accounts (sbmm, emdir, fdrxx, boa, compa, nati), or funds restricted/chosen by 401K companies. I think it is pretty obvious that I should move some cash into better investment vehicles. Perhaps reit or house?

Bowling 2.0

Went bowling last week for the first time in many years. The game itself is still quite boring, although it was great meeting entrepreneur-type folks. I even made it to the video!