I will chime in with my thanks to Saul as well. I found this board through a casual comment someone made on the Million Dollar Portfolio board about three years ago. I was a charter member of MDP and my returns were, nothing to write home about. I didn’t adhere strictly to their recommendations and did a lot of research on my own and have for 40 years. But at most I was marginally above the S&P 500 over the course of my investing life. But I enjoy doing it myself and always felt that as long as I could beat the market by a percent or two and know what companies I owned then it was worth the work.
Since following this board and listening and learning from all the great people that post here I have earned 28 percent in 2016, 41 percent in 2017, and I am up 17 percent YTD in 2018. I do hold some of those REIT’s that Saul mentioned in his OP, and as his post mentioned they have taken a pretty good whippin’ recently.
And just to show that you never can tell, my best investment YTD, from the groove yard of forgotten hits, recommended by MDP back in '08 and I have held some shares since then. Infinera, up 78 percent this year.
Thanks Saul and all who make this board the best in the MF universe.
Mike
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