Saturday, April 13, 2024

Switched Remainder of CREF Social Choice to TIAA Real Estate

In January, I switched about half my CREF Social Choice (a 60/40 balanced fund) holding in my US 403b account into TIAA Real Estate. It was a bit early, but now I have switched the remainder. Here is a chart of the monthly returns for the TIAA Real Estate Fund and a twelve month moving average:


I had previously switched into Social Choice during 2022 at the previous peak on this chart.

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