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...
by Dane Bowler | Jan 10, 2023 | REIT Total Return Portfolio
Happy New Year! It is a time of reflection and self-improvement. In that spirit, we want to take some time to examine the history of 2nd Market Capital’s REIT Total Return Portfolio (RTR) since its inception on 7/1/16 as well as a deeper dive into what happened in...
by Dane Bowler | Oct 24, 2022 | REIT Total Return Portfolio
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, but what are you supposed to do when it’s not? I...
by Dane Bowler | Jul 14, 2022 | REIT Total Return Portfolio
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 sold off, opportunity cost is high because so many...
