FinanceReal Estate InvestmentsStock Investments

REITs vs Stocks daily update – September 9, 2021

A fourth day of overall U.S stock market losses (article), a few things stuck out; despite a drop in the market, jobless claims have decreased meaning less people are filing for unemployment. That does not say it’s great, but at the same time, the stock market increases substantially since March 2020 while unemployment claims were increasing.

Everyones eyes seem to be waiting on Sept 21 two-day bank meeting where the FED will discuss next steps and the future of the bond buy-back program. They mentioned previously they plan on scaling back, but since Delta virus is still showing signs of growth, this might continue. Overall, I think the market is reacting to fears and being afraid since the S&P at the point of last week, was at it’s highest yet.

How this affects us – our stock investment decreased again, this is now the third day of losses. Today’s loss at $2.95, while REITs had a small growth of 6 cents. Fortunately, we’re still above our $1000 dollar investment from early August at $1,007.66.  With the continue losses in the stock market, today’s winner is REITs over stocks. One of the more clearer protections against riskier assets like stock. 

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: $1,007.66 (Net returns to date: $7.66 gains)

Day change: $2.95 decrease since yesterday –  $1,010.61

Historical info: Invested $1000 on August 2, 2021

REITs – Fundrise

Today’s balance: $1005.86 (Net returns to date: $5.86 gain)

Day change: $0.06 (small 6 cent growth for REITs yet) since yesterday – $1005.80

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

Wealthfront Funds snapshot:

US stocks positive lifetime growth is dwindling as it has dropped by 0.3% to now at 1.9% from 2.2%. Now every other fund now in negative growth.  Fingers crossed tomorrow gets better.

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