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.
Continue reading “Impact Healthcare REIT” →
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.
Continue reading “Corona chaos but I am doing OK” →