by Dane Bowler | Jul 24, 2026 | REIT Total Return Portfolio
REIT Total Return Portfolio Update: 10-year Anniversary 10 years ago, we set out to prove that active management can outperform passive investing. On 7/1/16, we commenced trading in the REIT Total Return (RTR) portfolio with a goal to maximize total return and beat...
by Dane Bowler | May 28, 2026 | Baseline +
Using Pareto Upgrades to Grow Yield on Invested Capital In less than 2 years, yield on invested capital in our Baseline + accounts has increased from 8.55% to 11.33%. A large portion of this increase came from Pareto upgrades. What is a Pareto upgrade? Pareto...
by Dane Bowler | Apr 16, 2026 | REIT Total Return Portfolio
REIT Total Return: Heading into 2Q26 2026 began with a return to value investing. Many of the highfliers sold off materially while money poured back into value sectors like REITs. At the end of February, REITs were up substantially with the broader markets, and...
by Dane Bowler | Jan 22, 2026 | REIT Total Return Portfolio
REIT Total Return: Full Portfolio Review Heading into 2026 Scarcity is a key economic concept that drives so many aspects of the free market. Perhaps the most obvious application is scarcity of resources, and there are countless examples of how that impacts prices....
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,...
