Jack,What do you mean REITs have had a good run? Take a look at this chart:http://quote.fool.com/Chart/chart.asp?osymb=&osymbols=vgsix&symbols=vgsix&currticker=VGSIX&time=5yr&uf=0&compidx=aaaaa%7E0&ma=0&symb=vgsix&freq=1dy&lf=1&comp=&type=128&sid=16908I think you are confusing record single-family home prices for REIT performance. REITs have had a decent setback of late and I believe are ready to be attractive buys.Off the top of my head, I'd do this:Final allocation:VGSIX 20%Health sci 10%Capital opp 10%Wellington 40%I'd build up these positions, dollar-cost averaging over 6 months. Keep the final 20% in short-term corporates (I believe Vanguard has a fund for that).HTH,-dr.nonlinear-
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