Impact Healthcare REIT

Quick idea as I think its a good one.  Its a big portfolio weight for me – now 12.4%.  I tweeted this on Friday – follow me on Twitter to get real-time good ideas – @DeepValueInv.

Impact Healthcare REIT operates care homes ie – where the old/sick/disabled go –  the waiting rooms for the afterlife.

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Corona chaos but I am doing OK

S&P500 is currently down 15% vs start of the year or c-19% vs the February highs. (09/03/2020)

Many individual stocks are down more.  I saw this coming, bought out of the money S&P 500 put options which shielded me from much of the damage.  I remain flat ytd.