by Dane Bowler | Oct 24, 2022 | REIT Total Return Portfolio
REIT Total Return Portfolio Heading into 4Q2022 A Dark 6 Years for REITs The REIT Total Return Portfolio began trading on 7/1/16 and its 6.25 years of operation have been in one of the roughest REIT markets of all time. They say to make hay when the sun is shining,...
by Dane Bowler | Jul 14, 2022 | REIT Total Return Portfolio
REIT Total Return Portfolio Heading into the 2nd half of 2022 We view investing as a constant measure of worth against opportunity cost. The opportunity cost consists of the next best opportunity and is always in flux. In times like today when the entire market has...
by Dane Bowler | Apr 27, 2022 | REIT Total Return Portfolio
Our Proprietary Portfolio Heading into 2nd quarter – compounding layers of advantage With inflation running rampant, REITs are a great place to be due to their natural hedging characteristics. The REIT index, however, does not provide the right mix of stocks, with...
