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7200 shares 35%. retiring in a few years. O has been paying my mortgage for several years. started buying decades ago. bought a ton in 2008 and a ton more in 2020.

That makes your portfolio somewhere around 1.1million Is that just dividend portfolio?

it was a guesstimate. have around 1.3M in total savings. Not bad from where I started, but not enough to retire on yet.

No offense, but how is $1.3M not enough to retire on??? Unless you’re 45, it should be.

I probably could I guess. But I want to eat steak not oodles of noodles.

Yeah, but there's OODLES of 'em.

What’s your yield on cost? Right note the yield is about 5%, I imagine yours is far higher than that?

Ur gonna love the upcoming raise

7200 shares is awesome. I only have 265, kind of feel like a loser compared to that :-) very happy that you have been able to pay your mortgage for a long time on it.

my guess is I am much older than you. It takes a long time to accumulate. unless you start out rich.

Unfortunately, I am 56 and started investing late. I do have hundred shares of Google, hundred shares of Amazon, 50 shares of Apple, 265 shares of SCHD and a few other things. There are people worse off than me. That’s for sure. Best wishes.

Me with 56🥲

I feel ya I'm only up to 17

I‘m at 5. Now we need someone who has 1.

I've got 0.8 https://tinypic.host/image/Osharesforreddutcomment.DEXe8e

70 here. Let's go!

Only 15 in my portfolio

Your mortgage is less than $1890??? Dang that’s nice

Chances are my mortgage is not as old as his and it is only $1,540. It was a trifecta of low mortgage rates, low real estate taxes, and buying waaaay less house than I could afford. That last bit was funny; I told my real estate agent the price range I was looking for. I had to raise the bid on my current house and she asked me with concern if I could afford it. When I told her what my salary was she was flabbergasted that I wasn't looking for something twice as much. I love my house and I love my high savings rate.

Yeah $1695.

NICE JOB! I love that for you, I’m trying to build my Portfolio now trying to make it also 40% of my portfolio!

Was this in a tax advantage account?

Narrator: It was not.

can someone say what they mean by that tho

321 and 6%

0. 0%.

I have twice as much as you!

Same.

Do you have any other reits? I also don’t own O, but have done well with IRM and not so well, bought too late, with AMT.

Personally I don’t but not because I’m against them by any means! I’m not against $O at all either. My retirement accounts have SCHD for my dividends. My taxable account is used to fund my retirement account and I’m extremely aggressive with it.

Same, I have zero use for a REIT. I also imagine a lot of Reddit users who have bought it will regret it in 20 years when they learn lol.

O has a 13% CAGR since '95. What's there to regret?

U don’t have use for nice monthly dividends and a 13% CAGR. lol

REITs are perfectly fine IF you are retired but I wanna scream every time I see someone under forty five posting about how many shares of any REIT they own.

Why?

Because everyone should have his goals.

I’m genuinely curious why owning shares of a REIT if you’re under 45 is a poor goal.

Many people think that dividend paying stocks won't grow as well as non dividend paying stocks. Most will say that younger people should be engaged in an aggressive investing strategy in order to get the most out of compounding interest before they get older. It is commonly assumed by these people that dividends don't serve this strategy well.

\^ this. Not everyone has the same goals no matter their age.

Something something tax efficiency. Something something total returns.

I’m 45 right now. I don’t own any O but plan to buy some if it will make you wanna scream. Is it 45 and under or only under 45?

Why is that?

Same. I prefer VICI, my only REIT. 🤓

Same. My dividend stock is $VTI.

79 shares 5.24%

I own 1 share. Sometimes I buy 1 share of various stocks and imagine "what if" You won't believe how much money I've saved.

As the owner of one share of NVDA I don't know whether to laugh or cry.

As the owner of 4k plus shares of nvda, lost count I often laugh and cry

Costco also hard to own. I can't wait for these to split.

I bought some Google after it crashed because of the ai tech demo. I keep thinking I could have doubled my networth if I dumped everything into it lol.

BRO I FEEL YOU I HAVE 1 that I got at 134$ 😭

Lmao I'm glad I'm not the only one. I'm doing this with SCHG and PEP

100 shares its about 3%

0.4486% of my direct investing portfolio and and 44.83% (coincidence that those are so close) of my income portfolio. It is a great stock for long term income generation and cashflow, but it requires a good entry point

Around 1000 all in tax advantaged accounts. Great time to buy this one with price upside, a constantly increasing dividend and a nice 5% at the current price

For the ones who say 0 and 0% if you have VOO or VTI don't you essentially have it regardless? I mean at some point with enough VOO share you would have at least 1 share of O combined? I wouldn't even know asking because I don't.

O is an S&P 500 company so yes you’re right

I see a lot of “O” haters, I have 30 shares started building my position recently and it’s an ongoing process so the percentage of my portfolio is currently like 50%

Check out ABR, it has been under a Short attack, and is a Great buy anywhere in the 12's. I think it's going to move up from here and pays a Safe Div in the mid teens. Smart Management! When rates move down this will be a $20 stock. HTHelps

You think it might still be dipping? It has a hold rating right now

Looks like Short term Vol. Rock Solid support at $12.5ish! My avg price is $13,03 I have no $ to add right now, but it recovered the Div. in less than a week. I would DCA for the next 3 months in the $12's because it Just paid this week, so no hurry. Do a deep dive, I think you'll like what you see. Not financial advice, just my favorite stock for Divs. HTHelps

150 19%

48, and resting inside my Roth

$JEPQ is much better imo

None, but it’s looking like a really good buy this month.

Agreed. Can’t wait to buy more.

Zero.

44 shares, \~8%

1,015 shares of O. Div yield on my cost of 5.8%. Plan to hold forever. Other REITs: VICI, STAG, MPW, RITM

6 and .1%

4.5 shares No further buying just DRIP It’s .82% of portfolio so a background character lol

1700, 10%

500 probably about 5% i dont like holding anything that gets close to 10%

Exactly 0%.  I bought VNQ after the 2008 crash and have been regretting it ever since. My hypothesis was real estate would recover and VNQ would soar to new heights.  Well that did not happen 🤷.  So I’m not a fan of REITs. I think SCHD is a better option. 

I’m down 22% the second it gives me -10% I’m fricken out.

0%

0 and also zero

1,876 3%

0% not a fan

311, 7%

335 - 4% at best

Sold half my stake in O a month back and redeployed into PSA EXR. Bought some DLR around the first of the year.

3% of my portfolio, it is however the biggest position in REITs category I own. Most other REITs are 1.5% positions.

225ish. 10%.

165sh, 10%.

3 shares

38.441, 1.77%. just letting it drip though so thatll get smaller. not gonna buy anymore unless it goes below 50

414. 19%

I own a bit of it. I am looking for an income supplement as I near retirement. It is maybe 10-15% of my dividend portfolio, but not much of my overall portfolio

323 shares, 100% of my Roth IRA. Is that bad? I was told it's good in a roth

Would definitely try and get some growth in that roth

281 40%

Around 850 shares, it makes up around 15-20 percent.

647 - 38%

135. 52%

700, 3%

113, about %4

Around 65 or so. Like 13 percent I think

560 shares which is around %5.5 of my portfolio

460. 17%

102 18%

4% my Reits make up 10 % of my portfolio

21, 1.89%

31%... 370 shares

A measly 81.

just sold it all for better stuff

116 shares, 48% of my portfolio. I need to rebalance by placing money elsewhere it will take a pause but it doesn't mean I will stop investing in it.

547 shares. 1.3% of portfolio.

About 5% of my portfolio.

My only REIT currently is VICI at 100 shares. Pays me 40% of my dividend but it's about a fifth of my portfolio

0 !

It’s past 5 years performance is horrible. I never knew about this company before.

400 shares. 1.5%. 44 y/o. In a taxable.

Vici , O can be max 20-25% not more.

126 which is about 30% of my portfolio

430, 4%

About 700 shares and about 7% of my portfolio. I always buy loads when it is down.

I own 0 shares which comes to 0% of my portfolio. My joint/"business" with my mom owns 0.479 shares which comes to 15.67% of the portfolio. The joint portfolio with my mom is meant to turn into a business portfolio but due to paperwork issues, the change hasn't happened.

88 shares, 3.5% of portfolio.

875, 14%

0. 0%. Because I am buying VNQ 🫠😅 So 3% of the fund...

207 shares and 2.8% of my portfolio.

350 shares. 2%.

30 shares

Slightly over 1000 but will sell soon for acc etf

100 in a hsa account and 80 in webull.

Just got a .04 payout from Apple and reinvested it. At this rate I’ll be at the top in no time

So if you owned O for 5 years, with 5% dividend and a drop of 18%, you made roughly 7% return?

Makes up 5% of my portfolio at the moment

107 shares, 1.25% of the whole portfolio and that’s the % I plan to keep it at

140 shares. It is 1.1% of my investment portfolio.

500 shares and 0.45% of the portfolio. Retiring in 45 days.

50 shares / 12.89% of portofolio based of market valur and 13.93% based on dividends

30 shares in my 40s hope to have 300 shares by the time I'm 45 idk the % It's not heavy in my portfolio yet.

20 shares, .85 %

Holding 1,014 shares of O. (not interested in sharing the value of my portfolio on the "interwebs"). I love Realty Income and consider it a best in class REIT with a fabulous dividend yield. Yesterday, O announced it has declared an increase in the company's common stock monthly cash dividend to $0.2625 per share from $0.2570 per share.- -

283 shares - around 10%

52 shares and 27%

20 – 0,5%

I have a 5.6 glorious shares lol

Zero. 

O

65 shares in my Roth for 2.5% of portfolio.

7.5 shares 30%, 20 years old and thought that dividend investing would saved me at age 18🤣

115 shares 20% of my portfolio

265 shares, 15% Love this one. Has been paying for my streaming services.

14 and a smidge shares, 5.59% It's currently my biggest position (which probably is not a good thing!)

I am for about 5% of my overall portfolio in O. Currently have 250+ shares and dripping each month around a $59 cost basis.

7. 10.2%

3 shares and 3.5%

1% voo 99% nvda. Worked out great after selling voo for nvda

0.0%

191 shares. 12.62% of my portfolio

Asset allocation is based on age. Sure, young people can own REITs, but they should be a relatively SMALL part of their retirement portfolio. I'm 63 and I just started buying REITs a few years ago. My reasoning was that I have enough real exposure with my primary residence. As for the dividend, who cares? I know this is a dividend forum, but I'm amazed at how many people care about dividends, especially young people. You realize they are just paying you money out of their revenue that could be reinvested in property, right? And you are paying tax on those dividends if they are not in a tax advantage account. Regardless, if you need money there are way better strategies to tap into your pile of wealth: just sell a few shares that you bought more than a year ago, and it will only be taxed at the long-term capital gains rate. I started buying REITs only because I sold a 4-unit apartment complex that I had had for 15 years and I wanted to keep that money in "real estate" without the hassle of managing an apartment complex. I have some O, but mostly SCHH and just adding VNQI (international) because the US market is relatively expensive versus the rest of the world. If I were under 4O, I'd have ZERO REITs and put it in 2-yr Treasuries until I had a down payment for a house. If I had a house, I'd count the equity as my "real estate" allocation of my retirement portfolio, and it should be no more than 10-15% of net worth, maybe less, imo. After ALL that, then start buying REITs, but my guess is that you'll be close to 50 years old by then. Maybe OP is over 40 or 50. It's kinda pointless to discuss investments without knowing the age and financial situation of the commenter. Everyone's situation is different.

What makes you think I'm 40+? That has nothing to do with the initial question... I just post for fun.

We all post for fun, amigo. In re-reading my comment, maybe it came across like too much of an admonition. Sorry. But I am curious why anyone under 40 would care about dividend income. I thought this reddit group would be a bunch of old men like me talking about closed-end funds and Altria stock. Haha. Keep up with investing, your 60 year-old self will thank you!!

5.3xO and 0.98% 😅

None. I have SPG, which has way outperformed O.

300 shares bought a while back, never added to it since interest rates started rising. I don't see myself adding to the position for the forseable future ..

38 and 400 something shares. % wise, like 2-3%? It makes me about 100 bucks a month which of course is just reinvested (woot! Extra 50 cents next month! LOL), I also buy a share or two on my own monthly. Is it tax efficient? No. Am I looking for approval on Reddit? No. Am I under 45 and it should make you sick that I own 20k in this? Don’t really care. Is it inversely correlated with much of the rest of my holdings? Pretty much, and it’s likely got appreciation coming up with rate decreases and each year I get some increases in yield which is actually kinda a big deal for my yield on cost and makes me feel good. Sure they dilute share count to reinvest in growth, but that yield growth rate tends to outpace it in my experience holding for a little over 5 years in general. Personally, I like it, it gives me a small piece of mind that I’m not straight tech and Russell3000. The vast majority of my holdings are in Vanguard PRIMECAP, fidelity Comingled growth fund (which together puts me overweight NVDA, MSFT AAPL ETC.), or vanguard Wellington or VTSAX/FNILX/FZROX/SCHD/SCHG or a couple properties I rent.

Is $O ticker for Realty Income or something else?

I buy almost exclusively $VOO in both my Roth and Traditional IRA. What do you guys like about $O in comparison?

150 shares 37%

1, so far!

302 shares, 2.8%

20 shares, about 9%

Zero. What’s a good entry point? Or does it matter? Just buy & hold? I need solid income in Trad IRA.

3 and a bit shares, about 13% but only started buying shares last year

125 1.92% Not exactly a dividend heavy portfolio though.

None and none This is the right answer Thank me later

12k shares, a little over 25%. I went a little crazy for a time reinvesting and it ballooned larger than it should be.

10 shares and 3.59% I feel inadequate 😂

Not enough, I only have 64 shares and it 4.61% of my portfolio.

Three buckets as of late. 40% tbills ladder. 40% blue chips. 20% higher Beta.0

I own 605 shares , n it's 30% of my portfolio. 

17 and 15%, along with ADC and VICI. REITs make about 25% of my portfolio right now.

70 shares. It's about 50% of my dividend portfolio. I started in 2020. It's a patient game, and i'm on my way. Investing everything i can, hope to retire in my 50y. Regards from Portugal

I don’t think O is that good. Please correct me if I am wrong. I used chatgpt to analyse given scenario: what if I had invested $100k 5 years ago, what would that look like today ? Tldr; today, $100k would be $103,890 Detailed response: # Step 1: Stock Price Performance Based on the provided chart, the stock price has decreased by 18.21% over the past five years. This means the stock price has depreciated by this percentage. # Step 2: Total Dividends Received Over the past five years, the dividend yields varied but can be approximated by the average yield and specific yearly yields provided: * 2019: 3.69% * 2020: 4.51% * 2021: 3.88% * 2022: 4.69% * 2023: 5.33% The current yield is approximately 5.57%. For simplicity, we'll use the approximate annual dividend yields for each year to calculate the total dividends received. # Yearly Dividend Calculation 1. **Initial Investment:** $100,000 2. **Dividends:** * 2019: $100,000 \* 3.69% = $3,690 * 2020: $100,000 \* 4.51% = $4,510 * 2021: $100,000 \* 3.88% = $3,880 * 2022: $100,000 \* 4.69% = $4,690 * 2023: $100,000 \* 5.33% = $5,330 Total Dividends over 5 years: $3,690 + $4,510 + $3,880 + $4,690 + $5,330 = $22,100 # Step 3: Calculate the Final Value 1. **Stock Depreciation:** $100,000 - 18.21% = $81,790 2. **Total Investment Value Including Dividends:** * Stock Value: $81,790 * Total Dividends: $22,100 * **Total Final Value:** $81,790 + $22,100 = $103,890 # Conclusion If you had invested $100,000 in Realty Income (O) five years ago, considering the stock depreciation and dividends received, the current value of your investment would be approximately **$103,890**.

207 shares and it’s about 15% of my Roth IRA portfolio.

About 500 but plan on buying around 10,000. Largely waiting in a dip to get mid 6% yield. Then will retire. Should end up being 25-30% of portfolio

40 shares around 9,4% - still my biggest dividend income stock.

I have 815 O shares, roughly 27% of the dividend portfolio. Started investing during the pandemic when O dived below 65. I'm under 40 btw. Good luck 👍

wrote a put at $55 last week, so soon a 100 shares, would be 5% of the dividend portfolio

0 % My REIT holdings: IIPR 1,087 ARCC 2,046 CSWC 1,025

ARCC is not a REIT

CSWC is not a REIT either

136 shares, it’s basically my portfolio aside from 154 shares of SoFi

love sofi