REITs vs Stocks daily update – August 20, 2021
Today ended the day with an increase, after a full week of continued losses in the Stock Market. It’s starting to swing in the positive direction and we’ll start to see those changes affect our experiment of stocks vs REITs.
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: $987.27 (Net returns to date: $12.73 loss)
Day change: $5.15 increase since yesterday – $982.12. This is the 3rd day in losses for this fund.
Historical info: Invested $1000 on August 2, 2021
REITs – Fundrise
Today’s balance: $1003.03 (Net returns to date: $3.03 gain)
Day change: $0.04 (Small growth) since yesterday ($1002.99)
Historical info: $1000 on July 27, 2021 (initial investment)
Despite an increase of $5.15 stocks, stocks still have a net loss of $12.73. This has chipped away at our $1000 investment. While REITs have another small growth, this time at 4 cents.
Today, I’d still have REITS win – as it still has had a positive outcome on our investments.
A deeper look in the table below shows US stocks still emerge higher. Emerging market stocks are still the bottle neck. And divid stocks had a phenomenal day at a 0.6% growth.