Portfolio

PORTFOLIO REVIEW - Q1/2026

Q1 was a wild ride for REITs, first soaring, then sinking on war fears. Here is how we navigated the chaos and where we are buying now.

23 hrs ago • Jussi Askola, CFA

What RPD Bought And Sold In January 2026

A retiree-focused “Go-Fishing” portfolio built for durable income, low drama, and real assets that can weather recessions and market shocks.

Feb 2 • Jussi Askola, CFA

What Austin Bought And Sold In January 2026

Dividend stocks are off to a strong start. Here’s how Austin is positioning for 2026, from REIT anchors to the most buyable dividend ETFs today.

Feb 2 • Jussi Askola, CFA

What Austin Bought And Sold In December 2025

Jan 6 • Jussi Askola, CFA

What RPD Bought And Sold In December 2025

Jan 6 • Jussi Askola, CFA

PORTFOLIO REVIEW - Q4/2025

After one of the worst REIT bear markets in history, could 2026 be the turning point? Why AI, falling rates, and deep discounts may align.

Jan 6 • Jussi Askola, CFA

What RPD Bought And Sold In November 2025

Dec 2, 2025 • Jussi Askola, CFA

What Austin Bought And Sold In November 2025

Dec 2, 2025 • Jussi Askola, CFA

What RPD Bought And Sold In October 2025

Nov 3, 2025 • Jussi Askola, CFA

What Austin Bought And Sold In October 2025

Nov 3, 2025 • Jussi Askola, CFA

What RPD Bought And Sold In September 2025

Oct 3, 2025 • Jussi Askola, CFA

What Austin Bought And Sold In September 2025

Oct 3, 2025 • Jussi Askola, CFA

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