by Ross Bowler | Jul 20, 2022 | Market Commentary
Market Commentary | July 20, 2022 Rotation I have often thought that markets function under similar operating principles to those of a Galileo thermometer. Individual floats (stocks) rise or fall relative to their specific density and the density of the surrounding...
by Simon Bowler | Jul 19, 2022 | The State of REITs
The State of REITs: July 2022 Edition The REIT sector has fallen in 5 of the first 6 months of 2022, including a -9.44% total return in June. Large-cap (-7.01%) and micro-cap (-9.27%) REITs outperformed, while mid-caps (-9.66%) and small caps (-10.61%) suffered the...
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...
