by Dane Bowler | Dec 29, 2023 | Investor Market Dynamics
The January effect refers to the market’s tendency to rise in January. Of course, it does not always go up in January, but it tends to be more likely to go up more often or by a larger amount such that the month over long stretches of time tends to outperform. At an...
by Dane Bowler | Oct 30, 2023 | REIT Total Return Portfolio
Allow us to open this portfolio update with a chart we think explains what is happening in REITs. REITs are viewed as yield plays and their yield has traded up with treasury yields (price down on both). FFO is fine, growing moderately heading into 2024. Fundamental...
by Dane Bowler | Jul 28, 2023 | REIT Total Return Portfolio
While many of the stocks in the REIT Total Return Portfolio (RTR) are new, there are others that have been in here for a while. In order to avoid redundancy, we like to examine them from a different lens each quarter. The focus of this review is going to be multiple...
by Dane Bowler | Apr 6, 2023 | REIT Total Return Portfolio
We continue to be presented with the problem of there being more opportunistic stocks than realistically fit into the portfolio. It is tempting to just buy them all which would reduce the weight allocated to each position, but we will likely be doing the opposite....
by Dane Bowler | Mar 24, 2023 | Market Commentary
Silicon Valley Bank’s Collapse and Why it Brings Opportunity You have likely heard about last week’s sudden implosion of Silicon Valley Bank (SVB). We want to share our insights into what is happening and most importantly, what it may mean for you. Are your...
