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You are here: Home / Archives for Portfolio Insights

Portfolio Trade: Sold Farm REIT Common Shares and Purchased Preferred Shares

March 4, 2021 by David Stein · Updated April 21, 2023

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Filed Under: Portfolio Insights Tagged With: LAND

Portfolio Trade: Adding to Existing Small Cap Stock ETF Holdings

February 22, 2021 by David Stein · Updated March 4, 2021

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Filed Under: Portfolio Insights

Portfolio Trade: Adding a SPAC ETF

February 16, 2021 by David Stein · Updated February 19, 2021

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Portfolio Trade: Taking Some Profits in Bitcoin

January 8, 2021 by David Stein · Updated February 13, 2021

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Portfolio Trade: A SPAC Experiment

January 7, 2021 by David Stein · Updated January 7, 2021

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Portfolio Trade: Continuing to Invest Proceeds from Home Sale

December 24, 2020 by David Stein · Updated January 9, 2021

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Portfolio Trade: Adding Fixed Income Closed End Fund

December 18, 2020 by David Stein · Updated December 7, 2023

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Portfolio Trade: Adding UK Small-Cap Stock ETF

December 16, 2020 by David Stein · Updated December 17, 2020

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Filed Under: Portfolio Insights

Portfolio Trades: Increasing Allocation to Stocks

December 5, 2020 by David Stein · Updated December 5, 2020

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Portfolio Trade: Increasing Allocation to Put Writing Strategy

November 13, 2020 by David Stein · Updated December 5, 2020

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Filed Under: Portfolio Insights

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