Ask Terry Questions Buying additional Coca Cola stock vs. the Realty Income REIT for my Roth IRA

Buying additional Coca Cola stock vs. the Realty Income REIT for my Roth IRA

By Terry Savage on April 14, 2023 | Investments

Hi Terry,
I have a Roth IRA with Schwab that includes SCHD. I wanted to ask if it would be better to add some more Coke stock (which is already in SCHD), or diversify with the Realty Income REIT? I can only afford to do one of the two. Both are Dividend Aristocrats and Realty Income pays a monthly dividend. Schwab’s analysis of Realty Income gives them a D grade and lists them as a stock to sell. They list Coke as a hold. SCHD doesn’t have any REITS in it. Which one do you think I should go with? Which one do you think has the fewest challenges? Thanks.

Terry Says

Uh uh! I never give specific stock investment advice. Sure you can’t buy some of both???

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