Replies to post #33526 on A.I.M. Users Bulletin Board (AIMUSERS)

[karw]

Hi Toofuzzy,

You say: Reits mean income. The income is assured because of the natural growth of the trees. (they could even sell carbon-dioxide rights)

The question then is: do you need it in your portfolio. The retired investor site says yes, the correlation rato is below 0.65, it is a distinct asset class. Or do we say, these wood-companies are already in our ETFs, and we do not need to emphasize wood.

And if we say yes, what to buy? PCL and RYN or WOOD. I always considered the nonstandard Ishares global sector funds(SP1200), ICLN NUCL IGF WOOD, as a bit of a hype.

It is interesting that the retired investor would put 10% in this sector.

It could be a possibility for a place in a Current Value Machine. I am thinking of a CV machine with ETFs and WOOD could just be part of it.

Best,K