Key insights
- The author is considering rotating out of volatile small-cap tech stocks (VG, ACHR, SOUN, BBAI) into senior housing REITs (VTR, WELL, JAN) as a safer, dividend-paying hedge. They view senior housing as a beneficiary of demographic trends. This suggests a potential, albeit minor, shift from risk-on to risk-off sentiment, with limited impact on the broader US equity market.
Anyone own any VTR, WELL, or JAN? Jan had an IPO a lot more recently and the shares are more attainable.
They’re all REITS focusing on senior housing.
WELL is up 9% YTD
VTR up 7.6% YTD
JAN up 19.45% with much lower market cap
I wouldn’t want to make this the cornerstone of my portfolio. But it seems like a nice safe, hedge type play. 2/3 do pay a dividend too.
Thinking about having some less volatile holdings right now i.e quit dicking around with VG, ACHR, SOUN and BBAI to go into something “boring” (those 4 have been flat for my fairly brief hold anyway).
What are your thoughts on this? Anyone do the same?