Real Estate Investment and Services — Industries


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 1.14% 25.27% 13.64% 536.61%
S&P 500   18.91% 7.99% 206.96%
Difference   +6.36% +5.65% +329.65%


Symbol Entry Date Entry Price Last Price % Profit
AIV $26.68 $6.96 -73.91%
AMT $219.44 $282.80 +28.87%
CBRE $44.31 $96.46 +117.69%
DLR $132.16 $154.16 +16.65%
EQIX $611.34 $820.41 +34.20%
EXPI $27.76 $35.92 +29.39%
HHC $90.59 $92.71 +2.34%
KW $13.58 $20.19 +48.67%
NMRK $3.99 $12.88 +222.81%
O $53.13 $70.29 +32.30%
OPEN $14.40 $14.82 +2.92%
PLD $67.80 $128.04 +88.85%
RDFN $51.56 $58.57 +13.60%
VTR $37.29 $59.78 +60.31%

Real Estate Investment and Services