by Dane Bowler | Oct 17, 2025 | Investment Tools
Quick Guide to Financial Wellbeing 3 simple steps that work for most people to get onto a path of success. Finance is about making your salary go further. Step 1: Pay off high-interest-rate debt Credit cards and most other debt, other than a low-cost home mortgage,...
by Dane Bowler | Oct 16, 2025 | REIT Total Return Portfolio
RTR: Full Portfolio Review heading into 4Q25 This month’s update will focus on portfolio-level analysis and the process of the REIT total Return (RTR) portfolio. We also review performance at the end of each calendar quarter on a relative and absolute basis. The...
by Dane Bowler | Oct 7, 2025 | Market Commentary
Americold Gets Cheap Enough to be Interesting Americold’s (COLD) stock price is down 65% in the last 5 years. This sort of move is unusual for a business that is so necessary and stable in the long-term sense of the word. In any short window of time, cold storage...
by Dane Bowler | Aug 27, 2025 | Market Commentary
Market Commentary | August 24, 2025 Potential Signs of a Value Renaissance Value and growth have bounced cyclically in and out of favor for the entire history of the stock market, often in unpredictable fashion. Outperformance of value or growth over the other varies...
by Dane Bowler | Jul 25, 2025 | REIT Total Return Portfolio
RTR Portfolio Review: Investing in clean business models at a discount The market has a tendency to overly focus on revenue growth. We also like revenue growth in the companies in which we invest, but I think there is significant value in studying the entire industry...
