Don’t be giving away all the secret sauce 🤷🤷 
I have one for you too 
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STAG is currently twice the P/E of O, does that not concern you a little?
But you might be convincing me to give O a little bit of a cut to give STAG a little more
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At current valuation both STAG/O provide same capital appreciation growth and similar yield.
But I personally go with proven business, through multiple recessions without scratch, STAG has yet to prove resilience.
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Beta is much higher than O tbf, but they are solid I think they’ll come out ok
If I have to do a lump sum investment, yes, for sure… but since I have already a position and I’m just doing “cost average” on it… I can just reduce a bit the monthly value if price and other metrics are too high.
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Think I’m gonna take realty down a good bit and get more into STAG and elsewhere, maybe too concentrated on them
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Matches about what I expected from everything I’ve seen so far.
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that do not explain your 50% portfolio on Nikola 
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Always buy high, sell low.
Thus buy TSLA 1600$, NKLA 75$, good entry price , now wait for dip to sell low.
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Hi @kali, sorry for late reply - just logged on after long time away from the site. Thank you very much for posting your REIT pie - it is really helpful for me to see a visual representation of which sectors they all fit in!
Growth is a good probem to have - i definitely would not be complaining either! I added CCI and AMT to my protfolio a couple of weeks ago. Hoping i get good growth from them…