FinanceReal Estate InvestmentsStock Investments

REITs vs Stocks daily update – Oct 12, 2021

Stocks ended in the red for this Tuesday as there are rising concerns around inflation, the continued supply chain shortages and the rise in oil prices and lumber. Th market is waiting on the Fed’s discussion tomorrow on how they plan on proceeding with interest rate increase (article). The S&P 500 was lower by 0.2% and Nasdaq index was lower by 0.1%.

How this affects our $1000 investment in Wealthfront  – our Wealthfront stocks dropped a bit more today and continues to be below our initial investment of 1000, currently at $984.34.  

Today’s outcome is REITs win over Stocks today, with a small 7 cent growth in Fundrise compared to a daily decrease of $1.94 from Wealthfront. Still, the running total balance of REITs is $1,123.09, which is a a substantial gap over stock market, $984.34 which seems to continue to decline.

TLDR; What’s this all about? I invested $1000 in both REITs (Real Estate Investment Trust) and the Stock Market, and now it’s a challenge to seeing which one will perform better in the next 5 years. You can read the start here.

Here’s the numbers today:

Stock Investment – Wealthfront

Today’s balance: $984.34 (Net returns to date: $15.66 losses)

Day change: $1.94 decrease since yesterday (Oct 11, 2021) – $986.28

Historical info: Invested $1000 on August 2, 2021

REITs – Fundrise

Today’s balance: $1,123.09 (Net returns to date: $123.09 gain)

Day change: $0.07 increase (7 cent growth for REITs) since last yesterday (Oct 11, 2021) – $1,123.02

Historical info: $1000 on July 27, 2021 (initial investment)

Wealthfront Funds snapshot:

Lifetime earnings are still slightly negative growth for Wealthfront stocks for US stocks. Dividend growth drops to 0.2% negative growth. Foreign developed stock as poorest performer at 3.3%.

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