Real Estate Investment and Services — Industries


  Current Cash Position YTD Return Annualized Return Return Since Inception
Portfolio 0.84% 39.89% 12.91% 494.75%
S&P 500   18.50% 7.98% 211.33%
Difference   +21.39% +4.93% +283.42%


Symbol Entry Date Entry Price Last Price % Profit
AIV $7.31 $7.60 +3.97%
AMT $200.29 $269.79 +34.70%
CBRE $48.66 $101.82 +109.25%
DLR $143.38 $149.57 +4.32%
EXPI $40.92 $48.36 +18.18%
HHC $92.51 $90.49 -2.18%
KW $14.08 $22.83 +62.14%
NMRK $11.61 $15.00 +29.20%
O $56.60 $70.08 +23.82%
OPEN $17.15 $23.98 +39.83%
PLD $69.22 $138.56 +100.17%
RDFN $50.65 $53.66 +5.94%
VTR $41.18 $56.37 +36.89%

Real Estate Investment and Services