Q: Hi 5I, my question is more about portfolio construction. I have moved both AMT and CCI to the communications sector of my portfolio to raise the percentage in that sector and to decrease the financial sector or REITS. It it fair to do such things as it does feel like they belong in the communications sector.
Thanks

Q: I hold small, equal positions in both AMT and CCI. I'm down on both and I'm thinking of doing some cleanup. Of the two, is there one you prefer at this time? I'm thinking of selling one and moving the funds over to the other,,,

Q: Currently I have no exposure to real estate in my portfolio. This is because I have been very hesitant to buy into real estate for the last few years because of Covid, then high interest rates, office workers working from home effecting Office REITS and on-line sales effecting Retail REITs. Are there 3 safe REITs out there paying a 4 - 5% dividend that a retired senior can invest in or should I just continue to stay away from the whole sector for now?