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TRADE ALERT - Core Portfolio May 2026 (New Investment)
A quick portfolio reshuffle after a key thesis changed, with capital moving into a cleaner, cheaper opportunity in a favored REIT sector.
May 19
•
Jussi Askola, CFA
10
1
TRADE ALERT - International Portfolio May 2026 (Trimming A Winner)
We are trimming a major winner and redeploying capital into a deeply discounted real asset play with improving fundamentals and 50%+ upside.
May 14
•
Jussi Askola, CFA
5
2
TRADE ALERT - Core Portfolio May 2026
A brutal winter crushed results, but the market may be missing the bigger story behind these irreplaceable assets and what happens when conditions…
May 5
•
Jussi Askola, CFA
9
2
TRADE ALERT - Core Portfolio April 2026
ARE keeps falling as fundamentals weaken, but the long-term thesis may be stronger than ever. Here is why we are doubling down despite the pain.
Apr 29
•
Jussi Askola, CFA
12
2
TRADE ALERT - Core Portfolio April 2026
A third REIT buyout in just over a month validates our strategy, and several more holdings may be next. Here is what we sold, and where we redeployed.
Apr 21
•
Jussi Askola, CFA
11
TRADE ALERT - Retirement Portfolio April 2026
A 10%+ yield, a controversial sector, and a balance sheet that looks stronger than the market believes. We explain why this selloff may be overdone.
Apr 14
•
Jussi Askola, CFA
14
TRADE ALERT - Core Portfolio April 2026 (New Investment)
A REIT winner just got bought out, locking in major gains. Here is what we sold, why it worked, and where we are redeploying the proceeds.
Apr 10
•
Jussi Askola, CFA
8
1
TRADE ALERT - Core & Retirement Portfolio March 2026
A war-driven sell-off is shaking REITs, but could this panic be creating rare bargains? Here is why we are leaning in, not backing away.
Mar 31
•
Jussi Askola, CFA
10
Updates On Our European Top Picks (Incl. Trade Alert)
European REITs are quietly turning. Discounts remain wide, but fundamentals are improving.
Mar 30
•
Jussi Askola, CFA
10
TRADE ALERT - Core Portfolio March 2026
A controversial REIT-like business faces legal turmoil, yet insiders double down. Is this crisis masking one of the most asymmetric setups in today’s…
Mar 24
•
Jussi Askola, CFA
11
TRADE ALERT - Core Portfolio March 2026
A misunderstood market leader just sold off, but its transformation could unlock explosive cash flow growth and major upside over the next 5 years.
Mar 18
•
Jussi Askola, CFA
12
1
TRADE ALERT - International Portfolio March 2026
A takeover bid collapsed and the stock gave back its gains. We just bought more of this deeply discounted company with improving fundamentals and major…
Mar 11
•
Jussi Askola, CFA
8
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