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Sam Miklosko

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Investment Strategy

The stock market is irrational and mostly overpriced and since we can't control market volatility then as investors we have to be prepared to profit from it.
I like dividend paying stocks, primarily REITs, and generally hold long term. After considering an issues credit rating/debt, cash flow and valuation a clearer picture emerges on which to act.

I prefer to keep trades to a minimum with a condensed and focused income generating portfolio. This has enabled me to consistently outperform the broader market with less volatility and above average yields. 


Funds
(REIT) REIT Opportunity Fund
MODEL INCEPTION (04/03/2009) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
8+ YRS 18.52% 15.72% View Fund Stats Track Fund
RETURN PERIOD (As Of: 09/30/2016) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
5 YRS 11.50% 16.37% Fund has a 5 year track record.  
3 YRS 15.49% 11.16% Beat the 75th percentile of mutual funds over 3 years.  
1 YR 11.87% 15.43% Beat the 50th percentile of mutual funds over 1 year.  
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Achievements
  • REIT Beat the 75th percentile of mutual funds over 3 years.
    Apr 30, 2017
  • REIT Beat the 50th percentile of mutual funds over 1 year.
    Apr 30, 2017
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