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Updates on some healthcare and real estate stocks in the Real Money Portfolio, including four add-on buys and two new names for the watchlist
Checking in on the Real Money Portfolio as earnings season winds down.
A vacation sendoff that includes a new buy, some thoughts on screens and streaming, and a couple sells in the Real Money Portfolio.
Shifting the portfolio a hair to move speculative "cloud" profits into more stable names... plus thoughts on gold, Berkshire and more
I feel very cautious, yet also bought four new positions this week in the Real Money Portfolio...
Some Real Money Portfolio transactions in Insurance, plus a bit on hedging, SPAC mania and more...
The risk of "Catch Up" Speculating, plus thoughts on IIPR, DOCU, WORK, PAR and a new buy