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Strategies & Market Trends : Value Investing
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From: Grommit11/16/2025 11:08:35 AM
1 Recommendation

Recommended By
E_K_S

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Portfolio FYI. Won't change much by year end. Still ultra conservative and value oriented.
CPT - sold in feb due to their 14% DC apts and DOGE. Stock down since then and recently bought back after Q3 reports that DC is very positive on rents / occupancy.
GD up in category due to stock appreciation, not additional buys.
ARE - large losses. sold.
Utilities -- see recent posting.
Cash looks stable at 16% 15%, but got as high as 23% of portfolio during the year. Many Treasuries maturing in 2026, but still have some nice 3 and 5 year notes.

REITs in green.



Utilities were 14% 12-31-24, now 18%.
Common (excl reit, utilty / incl ETF) was 24%, now only 17%.
Portfolio yield 4.2%.
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