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Subject:  Re: RE: have cash to invest from Mom's estate Date:  1/13/2015  1:35 AM
Author:  MisterFungi Number:  35418 of 36940

NOT the REIT preferreds--and certainly not individual issues. They are very sensitive to rising interest rates, individual preferreds can be difficult to sell, and you could end up losing a lot in principal. You might put a small percentage (say 10 percent) in a REIT-preferred ETF (e.g., PFF) or closed-end fund; but make sure it does not use leverage.

With US equities priced for perfection and bonds overpriced and poised for a drop when interest rates start to rise, there are not a lot of places to make easy money right now.

I would not invest the whole $300K all at once. A TIPS fund is one place to park some cash. Putting some in a muni fund (e.g., MUB) is another possibility.

A basket of so-called dividend growth aristocrats is a decent option -- e.g., VIG or SDY. (Hmmm. I should probably have more in these guys.)
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