Want to track the performance of this manager?
Click the button below to sign up to receive monthly performance updates by email.Track Manager
This manager is not accepting investments.
For information on investing with our best managers, click the link below.Invest Today
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.
|(REIT) REIT Opportunity Fund|
|MODEL INCEPTION (04/03/2009)||AVG. ANNUAL RETURN||S&P TOTAL RETURN||Actions|
|9+ YRS||15.77%||15.62%||View Fund Stats Track Fund|
|Show Fund Strategy|
|Click Here to View More Information About This Fund.|
At $109, Digital Realty Trust (DLR) has lost almost 10% since June 23. A lot of investors like to buy stocks on price dips like this. But Sam Miklosko, a top REIT manager, thinks that would be a Read More...
JUL 11, 2017 | Forbes Article
Since 2008, REITs have been the salvation for conservative investors, often paying out 100 times more than savings accounts and money market funds. However, in anticipation of rising interest rates, Read More...
JUN 29, 2017 | Forbes Article
For years now, REITs have paid dividends that are 50 to 100 times what money market funds have paid. But conservative investors have avoided them because of the risk that a sharp rise in interest Read More...
APR 28, 2017 | Forbes Article
While bank CDs and money market funds have been paying next to nothing for the past 8 years, good REIT managers have delivered double digit total returns. But, Sam Miklosko says it’s time to sell Read More...
OCT 20, 2016 | Forbes Article
The Federal government’s spending accounts for 22% of the U.S. economy so the prospects for many companies will rise or fall depending on the election’s outcome. For a moment let’s take a break Read More...
OCT 19, 2016 | Forbes Article
|Unclassified Market Cap : Unclassified Style||71.36%||0.35%|
|Small Cap : Value||14.83%||-0.15%|
|Micro Cap : Growth||13.81%||-0.44%|
The information below pertains to model data only.
|Fund Manager:||Total Model Net Assets:|
|Inception:||Ticker Symbol:||# of Securities:|
|April 03, 2009||REIT||7|
Traditionally investors in hard real estate have enjoyed stable returns of 7-14% and with CAP rates falling to the single digits around the country we now have returns comparable to REITs with the added benefit of liquidity. While we don't see many equity REITs with double digit yields we can find growing REITs with yields of 6%+ and increasing dividends!
|Last 3 Months||164.99%|
|Last 6 Months||403.29%|
|Last 12 Months||570.4%|
|Period||Returns||S&P 500 Returns||Returns VS S&P 500|
|Last 7 Days||1.51%||0.00%||1.51%|
|Last 30 Days||2.19%||1.79%||0.40%|
|Last 3 Months||5.00%||-1.95%||6.95%|
|Last 6 Months||-0.78%||4.24%||-5.02%|
|Last 12 Months||-4.69%||14.48%||-19.17%|
|Last 2 Years||2.29%||34.53%||-32.24%|
|Last 3 Years||13.23%||36.11%||-22.88%|
|Last 5 Years||36.63%||81.25%||-44.62%|