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Topic Archives: Benchmark Data & Infrastructure Real Estate ETF (SRVR)

  • Friday File: Buying at lower prices, Selling at higher risk levels

    Updates on Power REIT, Intuitive Surgical, Shopify, and some Data Infrastructure stocks and more Real Money Portfolio news...

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  • Friday File: Money Flows to Data Centers

    A new buy in the Real Money Portfolio, plus a few smaller transactions -- updates on ROKU, RPRX, AMT, SWCH, SE and more...

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  • “5G ‘Tollbooth’ Firm Makes America’s Largest Media Companies Pay Through the Nose”

    Pitch from The Wealth Advisory says, "Comcast, Verizon, T-Mobile, and even the Department of Defense will have to pay this company a 'toll' to use the 5G network. It trades for $10 right now... but I expect it to climb to $68 in the next five months..."

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  • Taste of the Friday File: Dividend Growth

    An excerpt from the December 18 Friday File (with a small update)

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  • Friday File: Adding a Dividend Grower, Getting More Risk-Averse

    A couple new buys in the Real Money Portfolio this week, plus updates on Equinox, GAN, some stop loss orders in high fliers, and many more...

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  • Oxford Income’s “GREAT 2020 Real Estate Redo”

    What are the "Three Favorite REITs" teased by Lichtenfeld's Oxford Income Letter?

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  • Friday File: Buys on the Edge, plus a look at Dividend Growth and Compounding

    Updated buys and sells in the Real Money Portfolio, plus notes on SE, CCI, NVDA, MPW, FSLY, NET, ROKU, BAM and more...

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  • Can you really “Grab Your Share of $1.1 Quadrillion Streaming Bucks?”

    What's with this "World War Stream" being touted by Jim Pearce's Personal Finance, and do they really have to pay you cash?

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  • Elfenbein’s “ONLY 5G Stock You Need to Buy”

    You should follow Eddy Elfenbein on Twitter, he’s a funny and interesting guy. But you shouldn’t sign up for his newsletter just to learn a “secret” stock pick. I’m not picking specifically on Elfenbein there, of course, just my regular public service announcement that sending money to someone to learn about a stock pick that […]

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  • Friday File: Sad Lasers, Disappointing Hemp and too many Mutual Funds

    A check-in on II-VI and Charlotte's Web, plus updates on WRTC, DIS, TTD, BOMN and TIPT... and a deeper dive into some of my other holdings

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  • Motley Fool’s “Like Buying McDonald’s in 1965” Stock

    What's being hinted at in the latest ads for Motley Fool Rule Breakers? (Also teased as "America's 5G Landlord")

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  • Comments

  • I don’t make recommendations, but write more about individual stocks than ETFs. The only sector ETFs I own currently ...

  • I am an Oxford Club member and I own IIPR, SRVR and STAG. I formerly owned PLD and EQIX. IIPR has been a winner for me...

  • The best bet on 5G is actually the ETF SRVR. Only 20 holdings & contains a high percentage in all of the cell tower ...

  • Travis, again thank you for your thinkolater analysis.I have owned a big chunk of AMT since early 2018 and am up 69%. ...

  • Defiance offers 3 5G ETFs VIDG, FIVG, and SRVR. Gaming, Communications, and REITs...

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