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,...
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...
