CHAIRMAN TRADING RECORD
All trading portfolios are intended for reference purposes only. *Simple annualized return.
REITS
Real Estate Investment Trusts
A REIT is a company that owns or finances income-producing real estate across a range of property sectors. These real estate companies have to meet a number of requirements to qualify as REITs. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors.
Mutual Funds
A mutual fund is a type of financial vehicle made up of a pool of money collected from many investors to invest in stocks, bonds, money market instruments, and other assets, operated by professional money managers. It gives small or individual investors access to diversified, professionally managed portfolios at a low price.
ETFs
Coming Soon...
An Exchange-Traded Funds (ETF) is a type of security that tracks an index, sector, commodity, or other assets, and traded on a stock exchange the same way a regular stock can. An ETF can be structured to track anything from the price of an individual commodity to a large and diverse collection of securities, and even be structured to track specific investment strategies.
BOND FUND
Coming Soon...
A bond fund is a mutual fund that focuses on investing in undervalued or distressed bonds. These funds employ an investment strategy aimed at profiting from fixed-income securities experiencing financial difficulties or trading at a significant discount to their intrinsic value.
PRE-IPO
Coming Soon...
A pre-IPO is a sale of large blocks of stock in a company in advance of its listing on a public exchange. Due to the size of the investments being made and the risks involved, the buyers in a pre-IPO placement usually get a discount from the price stated in the prospective for the IPO.
Group's Portfolio
Institutional Research
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