REITs vs Stocks daily update – August 30, 2021
Stocks increased today $1.44, while REITs had small growth of 13 cents. Both Wealthfront stock and REITs had positive gains, but with the overall stock market gains, our Wealthfront Stock has now surpassed REITs by a few dollars, $1009.66 vs $1004.40. Stocks win over REITs today!
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: $1,009.66 (Net returns to date: $9.66 gains)
Day change: $1.44 increase since Friday’s earnings – $1,008.21.
Historical info: Invested $1000 on August 2, 2021
REITs – Fundrise
Today’s balance: $1004.40 (Net returns to date: $4.40 gain)
Day change: $0.13 (small growth) since Friday’s earnings ($1004.27)
Historical info: $1000 on July 27, 2021 (initial investment)
Another snapshot below of our specific Wealthfront funds – US stocks and Dividend growth are high performers with 2.6% lifetime increase for US stocks. Emerging market stocks again, continue to decline at 1.8%.
All and all – positive growth for both real estate trust investments and stocks is great, given that they’re both investments I’ve put $1000 each over the last month.