2CHYP anniversary

With the close of the 2nd quarter, 2CHYP has been running for a full year as it began on 7/1/16.  Including dividends receivable, total returns for the year ended 6/30/17 were about 15.5% as compared to the REIT index which was approximately flat.  We will have more precise performance figures in the portfolio analytics in the coming days but this is fairly close.  Hopefully, those who have subscribed since the beginning have a similar return.

If your return is better congratulations and if it is worse feel free to give me a call and we can discuss ways to more easily emulate our trades if that is your desire (608-833-7793).

We are entering the 2nd year with an enduring drive to beat the benchmarks and feel pretty good about the market opportunity right now as there are increased pricing disparities which should give advantage to value investors.

In the coming days

A full portfolio analytics is in the works and we will share it with you as soon as it is ready.  This will include portfolio metrics like yield, P/FFO, dividend coverage and how these metrics compare to the benchmark.  Additionally, we will be uploading profile sheets on each of 2CHYP’s holdings to the portfolio analytics section of our website (a subsection of 2CHYP).

Commentary may contain forward looking statements which are by definition uncertain.  We retain no obligation to update or correct forward looking statements should the available information change.  Actual results may differ materially from our forecasts or estimations.

2CHYP Portfolio Snap Shot

6/29/17 2CHYP Performance since inception