NAREIT has an article on how REIT CEOs reacted to COVID19 and what they have learned. In sum, they were flexible and changed- Well- That was sweet and simple- Now, here is what I have learned following REITs throughout the pandemic- Cash is king. Many REITs cancelled or cut dividends Continue Reading
#IRT
[Investing] 2020/11/12
Another blessed day. Very sunny day- Lovely SoCal weather- Hope we get more rain so we have less fires- Markets did not move much- I had silver miners going up 4% so I sold AG. Gold royalty, EMX, was up 2% so I sold it as well. Swing trading working Continue Reading
[Investing] Grey Owl Capital 2020 3Q Letter
I found out about Grey Owl either through a podcast or a blog. They write nice concise letters that help your investing. I always read the letter and learn something. I just read Grey Owl’s 3Q letter. And here are my thoughts- Need to be always safe than very sorry. Continue Reading
[Investing] Real Estate Market Update
Ran across a nice DoubleLine Real Estate Round Table today- Quite informative- I highly suggest watching this video. Also, listen to Double Line podcasts They are extremely informative. I almost always learn something. Thank you Double Line for your great information- SO- What is up with the real estate market? Continue Reading
[Investing] 2020/10/5 Week Update
Not a bad week for the markets or me- I was happy to see some of my REITs rise. Also, gold miners had some recovery- I sold some gold positions to balance my portfolio a bit. I also sold some housing REITs (IRT and BRG). They rose a bit too Continue Reading
[Investing] 2020/10 Week Update
A very violent and interesting 2020 for the stock market- I thought my safe portfolio of REITs and oil royalties with some tech would have been relatively stable and smooth- Nope! March came and everything became chaotic- There was so much volatility that I started swing trading and then day Continue Reading