This post is done twice a year to see how balanced or unbalanced my portfolio is. It is fun to see what the difference is every 6 months and in the end all things will work out as I add more money.
You can see the difference and the reason for the drop in reits is I sold OHI which was a larger postion but all the other sells have had minimal impact. going forward the plan is to buy bargains no matter what sector.
How does your sectors stack up?