Portfolio holdings 8-26-16
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It's happening: Pokemon Go popularity is in decline
$NTDOY Nitendo is still one awesome short selling opportunity. Its meteoric rise in price is over, the $16 billion in frivolous market cap gained by the fad sensation Pokemon go is still in the…
It’s Getting Scarily Quiet in the Stock Market - WSJ
The S&P 500 has been remarkably tranquil. The danger is not so much complacency about markets but complacency about central banks. -- Streetwise Source: It’s Getting Scarily Quiet in the Stock…
Portfolio holdings 8-19-16
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Understanding Seniors Housing & Healthcare Markets | CNL Securities
12,000 people per day turning 65 for the next 45 years, making it the biggest market opportunity in our lifetime. Our key investment in this area is Care Cap Properties, a well run diversified…
Portfolio holdings 8-12-16
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Fund holdings 8-5-16
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Portfolio holdings 7-31-16
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Portfolio holdings 7-22-16
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