Trades

TRADE ALERT - Retirement Portfolio March 2026

REITs are rallying, but we just added a near 10% yielder trading below par. Strong results, improving fundamentals, big catalyst ahead.

Mar 2 • Jussi Askola, CFA

TRADE ALERT - International Portfolio February 2026

We are recycling capital after a takeover win, and doubling down on a discounted European REIT trading at a 40% discount to NAV.

Feb 25 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio February 2026

This REIT just plunged to 52-week lows after a bold transformation. Dividend risk rises, but could this unlock massive long-term upside?

Feb 18 • Jussi Askola, CFA

TRADE ALERT - Retirement Portfolio February 2026 (New Investment)

AI may upend most businesses, but housing is different. Why a recent selloff created a rare opportunity in single-family rental REITs.

Feb 10 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio February 2026

AI fears just crushed this alternative asset manager. We see panic, not fundamentals, and just added shares on a rare, high-yield opportunity.

Feb 4 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio February 2026

This global resort giant faces weak snow and softer travel. The stock plunged. We see a rare chance to buy irreplaceable assets at a deep discount.

Feb 3 • Jussi Askola, CFA

TRADE ALERT - Core & Retirement Portfolio January 2026

Alexandria no longer fits our “safe income” mandate. We are moving it to the Core Portfolio while doubling down on long-term upside.

Jan 29 • Jussi Askola, CFA

TRADE ALERT - Retirement Portfolio January 2026

Cannabis REIT fears pushed IIPR’s preferred shares near historic lows. With low leverage and 50x coverage, we are buying the 9.8% yield.

Jan 13 • Jussi Askola, CFA

TRADE ALERT - Retirement Portfolio January 2026 (Capital Recycling)

Jan 8 • Jussi Askola, CFA

Top 5 Picks For 2026 - Pick #5 (Incl. Trade Alert)

Dec 31, 2025 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio December 2025

Dec 23, 2025 • Jussi Askola, CFA

TRADE ALERT - Core Portfolio December 2025

Dec 19, 2025 • Jussi Askola, CFA

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts