Get the composition of our in-house portfolios

All portfolios and performance
Portfolio Ref: EQ6020LO3W
Performance in the last:
Follow this Portfolio
1D 0.9 %
1W -0.8 %
2W 1.7 %
1M 0.9 %
3M 1.6 %
6M 4.8 %
9M -1.5 %
1Y 6.8 %
Alpha
-3.3%
Beta
0.38
sharpe-R
0.58
Benchmark
SP500 (SPDR S&P 500 ETF Trust)
sharpe-R Benchmark
2.45
The portfolio metrics Alpha, Beta and Sharpe Ratio are computed using a risk free rate of 0%.
Other Information
Calculation Frequency Daily
Latest Valuation Time 2024-11-21 08:32:07
Launch Date 2023-01-01 00:00:00
First Valuation Date 2021-01-01 00:00:00
Max. DrawDown -10.65%
Max. DrawDown Benchmark -8.41%

This Long Only strategy aims to find promising assets to invest in for a maximum holding period of 3 Weeks in the Equity asset class. This portfolio focuses only on companies in the Real Estate sector. The maximum number of assets that can be allocated in this strategy is 20.

The assets selection in this portfolio is based on: Pattern-Driven Strategy.
Please note that all model portfolios assume that the entry price for each trade is the previous close price.

Portfolio Performance against the market Benchmark

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Risk Level
2
Difficulty Level
2

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Follow the portfolio and you will get notified for every change in the composition of the portfolio

Current Portfolio Composition

Asset Action Weight PnL
OLP One Liberty Properties, Inc. Buy 4.95% 3.34%
STRS Stratus Properties Inc. Buy 5.39% 12.55%
BDN Brandywine Realty Trust Buy 4.81% -1.28%
AMH American Homes 4 Rent Buy 5.03% 3.22%
CUZ Cousins Properties Incorporated Buy 4.82% -1.05%
NXRT NexPoint Residential Trust, Inc. Buy 4.83% -0.72%
AHT Ashford Hospitality Trust, Inc. Buy 4.98% 2.23%
AXR AMREP Corporation Buy 5.06% 4.35%
AAT American Assets Trust, Inc. Buy 4.84% 0%
SLG SL Green Realty Corp. Buy 4.84% 0%
ARL American Realty Investors, Inc. Buy 4.84% 0%
The percentage of cash held in the portfolio is: 45.6%
** The description of each asset is available Here

The latest 5 Compositions change

2024-11-21 00:00:00 : Portfolio change date
Asset Action Weight PnL
OLP One Liberty Properties, Inc. Buy 4.95% 3.34%
STRS Stratus Properties Inc. Buy 5.39% 12.55%
BDN Brandywine Realty Trust Buy 4.81% -1.28%
AMH American Homes 4 Rent Buy 5.03% 3.22%
CUZ Cousins Properties Incorporated Buy 4.82% -1.05%
NXRT NexPoint Residential Trust, Inc. Buy 4.83% -0.72%
AHT Ashford Hospitality Trust, Inc. Buy 4.98% 2.23%
AXR AMREP Corporation Buy 5.06% 4.35%
AAT American Assets Trust, Inc. Buy 4.84% 0%
SLG SL Green Realty Corp. Buy 4.84% 0%
ARL American Realty Investors, Inc. Buy 4.84% 0%
The percentage of cash held in the portfolio is: 45.6%
New Assets Added
  • AAT
  • SLG
  • ARL
Assets Removed
None
Assets Rebalanced
None
2024-11-20 00:00:00 : Portfolio change date
Asset Action Weight PnL
OLP One Liberty Properties, Inc. Buy 5.05% 4.76%
STRS Stratus Properties Inc. Buy 5.32% 10.3%
BDN Brandywine Realty Trust Buy 4.79% -2.2%
AMH American Homes 4 Rent Buy 5.06% 3.33%
CUZ Cousins Properties Incorporated Buy 4.82% -1.59%
NXRT NexPoint Residential Trust, Inc. Buy 4.9% 0.04%
AHT Ashford Hospitality Trust, Inc. Buy 4.67% -4.68%
AXR AMREP Corporation Buy 4.88% 0%
The percentage of cash held in the portfolio is: 60.51%
New Assets Added
  • AXR
Assets Removed
None
Assets Rebalanced
None
2024-11-18 00:00:00 : Portfolio change date
Asset Action Weight PnL
OLP One Liberty Properties, Inc. Buy 4.97% 3.05%
STRS Stratus Properties Inc. Buy 5.17% 7.27%
BDN Brandywine Realty Trust Buy 4.66% -4.76%
AMH American Homes 4 Rent Buy 5.06% 3.38%
CUZ Cousins Properties Incorporated Buy 4.78% -2.48%
NXRT NexPoint Residential Trust, Inc. Buy 4.84% -1.24%
AHT Ashford Hospitality Trust, Inc. Buy 5.17% 5.57%
The percentage of cash held in the portfolio is: 65.35%
New Assets Added
None
Assets Removed
Asset Action Perf %
PEB Sell All -1.06%
AAT Sell All -3.64%
Assets Rebalanced
None
2024-11-15 00:00:00 : Portfolio change date
Asset Action Weight PnL
PEB Pebblebrook Hotel Trust Buy 4.84% -0.24%
OLP One Liberty Properties, Inc. Buy 4.91% 2.21%
STRS Stratus Properties Inc. Buy 5.42% 12.73%
BDN Brandywine Realty Trust Buy 4.67% -4.4%
AAT American Assets Trust, Inc. Buy 4.75% -2.78%
AMH American Homes 4 Rent Buy 5.04% 3.13%
CUZ Cousins Properties Incorporated Buy 4.78% -2.16%
NXRT NexPoint Residential Trust, Inc. Buy 4.77% -2.19%
AHT Ashford Hospitality Trust, Inc. Buy 5.17% 5.9%
The percentage of cash held in the portfolio is: 55.66%
New Assets Added
None
Assets Removed
Asset Action Perf %
MMI Sell All 6.49%
ESRT Sell All -3.92%
Assets Rebalanced
None
2024-11-14 00:00:00 : Portfolio change date
Asset Action Weight PnL
MMI Marcus & Millichap, Inc. Buy 5.14% 6.41%
PEB Pebblebrook Hotel Trust Buy 4.97% 2.84%
OLP One Liberty Properties, Inc. Buy 4.95% 3.3%
STRS Stratus Properties Inc. Buy 5.05% 5.45%
BDN Brandywine Realty Trust Buy 4.66% -4.4%
AAT American Assets Trust, Inc. Buy 4.75% -2.39%
AMH American Homes 4 Rent Buy 5.08% 4.37%
CUZ Cousins Properties Incorporated Buy 4.79% -1.62%
ESRT Empire State Realty Trust, Inc. Buy 4.71% -3.37%
NXRT NexPoint Residential Trust, Inc. Buy 4.86% -0.2%
AHT Ashford Hospitality Trust, Inc. Buy 5.35% 9.8%
The percentage of cash held in the portfolio is: 45.69%
New Assets Added
None
Assets Removed
Asset Action Perf %
SLG Sell All -2.18%
DOC Sell All -4.03%
SBRA Sell All -4.3%
Assets Rebalanced
None
2024-11-13 00:00:00 : Portfolio change date
Asset Action Weight PnL
MMI Marcus & Millichap, Inc. Buy 5.09% 6.2%
PEB Pebblebrook Hotel Trust Buy 4.96% 3.41%
SLG SL Green Realty Corp. Buy 4.69% -1.3%
OLP One Liberty Properties, Inc. Buy 4.88% 2.72%
STRS Stratus Properties Inc. Buy 5.15% 8.35%
BDN Brandywine Realty Trust Buy 4.62% -4.4%
AAT American Assets Trust, Inc. Buy 4.73% -2.14%
AMH American Homes 4 Rent Buy 4.96% 2.64%
CUZ Cousins Properties Incorporated Buy 4.78% -1.11%
DOC Physicians Realty Trust Buy 4.67% -3.41%
ESRT Empire State Realty Trust, Inc. Buy 4.67% -3.28%
SBRA Sabra Health Care REIT, Inc. Buy 4.83% -0.05%
NXRT NexPoint Residential Trust, Inc. Buy 4.81% -0.5%
AHT Ashford Hospitality Trust, Inc. Buy 5.75% 19.15%
The percentage of cash held in the portfolio is: 31.41%
New Assets Added
None
Assets Removed
Asset Action Perf %
CSGP Sell All 0.09%
HIW Sell All -4.58%
KRC Sell All -1.51%
Assets Rebalanced
None
2024-11-12 00:00:00 : Portfolio change date
Asset Action Weight PnL
MMI Marcus & Millichap, Inc. Buy 5.13% 8.27%
PEB Pebblebrook Hotel Trust Buy 4.94% 4.3%
SLG SL Green Realty Corp. Buy 4.88% 3.95%
OLP One Liberty Properties, Inc. Buy 4.97% 5.95%
CSGP CoStar Group, Inc. Buy 4.73% 0.7%
STRS Stratus Properties Inc. Buy 5.65% 20.35%
BDN Brandywine Realty Trust Buy 4.69% -1.65%
AAT American Assets Trust, Inc. Buy 4.77% 0%
AMH American Homes 4 Rent Buy 4.91% 2.86%
CUZ Cousins Properties Incorporated Buy 4.84% 1.53%
KRC Kilroy Realty Corporation Buy 4.88% 2.25%
DOC Physicians Realty Trust Buy 4.73% -0.93%
HIW Highwoods Properties, Inc. Buy 4.68% -1.86%
ESRT Empire State Realty Trust, Inc. Buy 4.75% -0.46%
SBRA Sabra Health Care REIT, Inc. Buy 4.8% 0.61%
NXRT NexPoint Residential Trust, Inc. Buy 4.81% 0.93%
AHT Ashford Hospitality Trust, Inc. Buy 4.79% 0.56%
The percentage of cash held in the portfolio is: 17.06%
New Assets Added
None
Assets Removed
Asset Action Perf %
AXR Sell All 16.85%
Assets Rebalanced
None
2024-11-11 00:00:00 : Portfolio change date
Asset Action Weight PnL
AXR AMREP Corporation Buy 4.95% 3.61%
MMI Marcus & Millichap, Inc. Buy 5.2% 8.99%
PEB Pebblebrook Hotel Trust Buy 5.02% 5.11%
SLG SL Green Realty Corp. Buy 4.9% 3.51%
OLP One Liberty Properties, Inc. Buy 4.97% 4.97%
CSGP CoStar Group, Inc. Buy 4.86% 2.72%
STRS Stratus Properties Inc. Buy 5.41% 14.29%
BDN Brandywine Realty Trust Buy 4.77% -0.73%
AAT American Assets Trust, Inc. Buy 4.79% -0.29%
AMH American Homes 4 Rent Buy 4.89% 1.62%
CUZ Cousins Properties Incorporated Buy 4.84% 0.7%
KRC Kilroy Realty Corporation Buy 4.94% 2.77%
DOC Physicians Realty Trust Buy 4.85% 0.89%
HIW Highwoods Properties, Inc. Buy 4.8% -0.09%
ESRT Empire State Realty Trust, Inc. Buy 4.76% -0.91%
SBRA Sabra Health Care REIT, Inc. Buy 4.81% 0%
NXRT NexPoint Residential Trust, Inc. Buy 4.81% 0%
AHT Ashford Hospitality Trust, Inc. Buy 4.81% 0%
The percentage of cash held in the portfolio is: 11.61%
New Assets Added
  • SBRA
  • NXRT
  • AHT
Assets Removed
None
Assets Rebalanced
None
2024-11-08 00:00:00 : Portfolio change date
Asset Action Weight PnL
AXR AMREP Corporation Buy 4.95% 3.17%
MMI Marcus & Millichap, Inc. Buy 4.97% 3.85%
PEB Pebblebrook Hotel Trust Buy 5.16% 7.63%
SLG SL Green Realty Corp. Buy 4.94% 4.03%
OLP One Liberty Properties, Inc. Buy 4.9% 3.27%
CSGP CoStar Group, Inc. Buy 4.81% 1.27%
STRS Stratus Properties Inc. Buy 5.45% 14.85%
BDN Brandywine Realty Trust Buy 4.78% -0.92%
AAT American Assets Trust, Inc. Buy 4.81% -0.21%
AMH American Homes 4 Rent Buy 4.87% 0.99%
CUZ Cousins Properties Incorporated Buy 4.85% 0.48%
KRC Kilroy Realty Corporation Buy 4.89% 1.43%
DOC Physicians Realty Trust Buy 4.83% 0%
HIW Highwoods Properties, Inc. Buy 4.83% 0%
ESRT Empire State Realty Trust, Inc. Buy 4.83% 0%
The percentage of cash held in the portfolio is: 26.13%
New Assets Added
  • DOC
  • HIW
  • ESRT
Assets Removed
None
Assets Rebalanced
None
2024-11-07 00:00:00 : Portfolio change date
Asset Action Weight PnL
AXR AMREP Corporation Buy 5.12% 7.02%
MMI Marcus & Millichap, Inc. Buy 4.97% 4.08%
PEB Pebblebrook Hotel Trust Buy 5.1% 6.66%
SLG SL Green Realty Corp. Buy 4.87% 2.86%
OLP One Liberty Properties, Inc. Buy 4.96% 4.65%
CSGP CoStar Group, Inc. Buy 4.71% -0.62%
STRS Stratus Properties Inc. Buy 5.68% 19.96%
BDN Brandywine Realty Trust Buy 4.81% 0%
AAT American Assets Trust, Inc. Buy 4.81% 0%
AMH American Homes 4 Rent Buy 4.81% 0%
CUZ Cousins Properties Incorporated Buy 4.81% 0%
KRC Kilroy Realty Corporation Buy 4.81% 0%
The percentage of cash held in the portfolio is: 40.51%
New Assets Added
  • BDN
  • AAT
  • AMH
  • CUZ
  • KRC
Assets Removed
Asset Action Perf %
IIPR Sell All -7.06%
CXW Sell All 28.98%
Assets Rebalanced
None
2024-11-06 00:00:00 : Portfolio change date
Asset Action Weight PnL
AXR AMREP Corporation Buy 5.19% 5.4%
MMI Marcus & Millichap, Inc. Buy 5.04% 2.38%
PEB Pebblebrook Hotel Trust Buy 4.87% -0.97%
SLG SL Green Realty Corp. Buy 4.88% 0%
IIPR Innovative Industrial Properties, Inc. Buy 4.88% 0%
OLP One Liberty Properties, Inc. Buy 4.88% 0%
CXW CoreCivic, Inc. Buy 4.88% 0%
CSGP CoStar Group, Inc. Buy 4.88% 0%
STRS Stratus Properties Inc. Buy 4.88% 0%
The percentage of cash held in the portfolio is: 55.64%
New Assets Added
  • SLG
  • IIPR
  • OLP
  • CXW
  • CSGP
  • STRS
Assets Removed
None
Assets Rebalanced
None
2024-11-05 00:00:00 : Portfolio change date
Asset Action Weight PnL
AXR AMREP Corporation Buy 5.14% 3.92%
MMI Marcus & Millichap, Inc. Buy 4.84% -1.91%
PEB Pebblebrook Hotel Trust Buy 4.85% -1.79%
The percentage of cash held in the portfolio is: 85.18%
New Assets Added
None
Assets Removed
Asset Action Perf %
AHT Sell All 2.15%
Assets Rebalanced
None
2024-11-04 00:00:00 : Portfolio change date
Asset Action Weight PnL
AXR AMREP Corporation Buy 5.16% 4.63%
MMI Marcus & Millichap, Inc. Buy 4.79% -2.66%
PEB Pebblebrook Hotel Trust Buy 4.73% -3.81%
AHT Ashford Hospitality Trust, Inc. Buy 5.4% 10.1%
The percentage of cash held in the portfolio is: 79.92%
New Assets Added
None
Assets Removed
Asset Action Perf %
NMRK Sell All -4.94%
RMAX Sell All -6.81%
Assets Rebalanced
None
2024-10-30 00:00:00 : Portfolio change date
Asset Action Weight PnL
AXR AMREP Corporation Buy 4.91% -0.47%
NMRK Newmark Group, Inc. Buy 4.77% -3.12%
MMI Marcus & Millichap, Inc. Buy 4.87% -0.96%
PEB Pebblebrook Hotel Trust Buy 4.98% 1.22%
AHT Ashford Hospitality Trust, Inc. Buy 4.9% 0%
RMAX RE/MAX Holdings, Inc. Buy 4.9% 0%
The percentage of cash held in the portfolio is: 70.67%
New Assets Added
  • AHT
  • RMAX
Assets Removed
Asset Action Perf %
CIO Sell All -5.57%
Assets Rebalanced
None
2024-10-28 00:00:00 : Portfolio change date
Asset Action Weight PnL
CIO City Office REIT, Inc. Buy 4.77% -3.65%
AXR AMREP Corporation Buy 4.92% -0.1%
NMRK Newmark Group, Inc. Buy 4.83% -1.75%
MMI Marcus & Millichap, Inc. Buy 4.83% -1.73%
PEB Pebblebrook Hotel Trust Buy 4.92% 0%
The percentage of cash held in the portfolio is: 75.73%
New Assets Added
  • PEB
Assets Removed
None
Assets Rebalanced
None
2024-10-25 00:00:00 : Portfolio change date
Asset Action Weight PnL
CIO City Office REIT, Inc. Buy 4.88% -1.39%
AXR AMREP Corporation Buy 4.7% -4.46%
NMRK Newmark Group, Inc. Buy 4.91% 0%
MMI Marcus & Millichap, Inc. Buy 4.91% 0%
The percentage of cash held in the portfolio is: 80.59%
New Assets Added
  • NMRK
  • MMI
Assets Removed
None
Assets Rebalanced
None
2024-10-23 00:00:00 : Portfolio change date
Asset Action Weight PnL
CIO City Office REIT, Inc. Buy 4.78% -3.3%
AXR AMREP Corporation Buy 4.85% -1.38%
The percentage of cash held in the portfolio is: 90.37%
New Assets Added
None
Assets Removed
Asset Action Perf %
OPI Sell All -3.92%
Assets Rebalanced
None
2024-10-22 00:00:00 : Portfolio change date
Asset Action Weight PnL
CIO City Office REIT, Inc. Buy 4.77% -3.48%
OPI Office Properties Income Trust Buy 4.82% -2.45%
AXR AMREP Corporation Buy 4.91% 0%
The percentage of cash held in the portfolio is: 85.5%
New Assets Added
  • AXR
Assets Removed
Asset Action Perf %
DHC Sell All -7.12%
Assets Rebalanced
None
2024-10-21 00:00:00 : Portfolio change date
Asset Action Weight PnL
DHC Diversified Healthcare Trust Buy 4.8% -2.37%
CIO City Office REIT, Inc. Buy 4.87% -0.87%
OPI Office Properties Income Trust Buy 4.92% 0%
The percentage of cash held in the portfolio is: 85.41%
New Assets Added
None
Assets Removed
Asset Action Perf %
FPH Sell All -3.31%
Assets Rebalanced
None
2024-10-18 00:00:00 : Portfolio change date
Asset Action Weight PnL
DHC Diversified Healthcare Trust Buy 4.81% -1.85%
CIO City Office REIT, Inc. Buy 4.96% 1.22%
FPH Five Point Holdings, LLC Buy 4.87% -0.71%
OPI Office Properties Income Trust Buy 4.9% 0%
The percentage of cash held in the portfolio is: 80.45%
New Assets Added
  • OPI
Assets Removed
None
Assets Rebalanced
None
2024-10-17 00:00:00 : Portfolio change date
Asset Action Weight PnL
DHC Diversified Healthcare Trust Buy 4.9% 0%
CIO City Office REIT, Inc. Buy 4.9% 0%
FPH Five Point Holdings, LLC Buy 4.9% 0%
The percentage of cash held in the portfolio is: 85.3%
New Assets Added
  • DHC
  • CIO
  • FPH
Assets Removed
None
Assets Rebalanced
None
2024-10-08 00:00:00 : Portfolio change date
No Asset in the portfolio
The percentage of cash held in the portfolio is: 100%
New Assets Added
None
Assets Removed
Asset Action Perf %
INN Sell All 7.03%
AXR Sell All 13.01%
Assets Rebalanced
None
2024-10-07 00:00:00 : Portfolio change date
Asset Action Weight PnL
INN Summit Hotel Properties, Inc. Buy 5.41% 11.56%
AXR AMREP Corporation Buy 5.49% 13.09%
The percentage of cash held in the portfolio is: 89.1%
New Assets Added
None
Assets Removed
Asset Action Perf %
BDN Sell All 6.9%
Assets Rebalanced
None
2024-09-27 00:00:00 : Portfolio change date
Asset Action Weight PnL
BDN Brandywine Realty Trust Buy 4.92% 1.12%
INN Summit Hotel Properties, Inc. Buy 5.28% 8.28%
AXR AMREP Corporation Buy 5.48% 12.48%
The percentage of cash held in the portfolio is: 84.32%
New Assets Added
None
Assets Removed
Asset Action Perf %
UNIT Sell All 2.84%
Assets Rebalanced
None
2024-09-25 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNIT Uniti Group Inc. Buy 4.98% 2.65%
BDN Brandywine Realty Trust Buy 4.84% -0.37%
INN Summit Hotel Properties, Inc. Buy 5.32% 9.22%
AXR AMREP Corporation Buy 5.64% 15.96%
The percentage of cash held in the portfolio is: 79.22%
New Assets Added
None
Assets Removed
Asset Action Perf %
FOR Sell All 2.48%
Assets Rebalanced
None
2024-09-23 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNIT Uniti Group Inc. Buy 4.81% -1.14%
BDN Brandywine Realty Trust Buy 4.71% -3.36%
INN Summit Hotel Properties, Inc. Buy 5.34% 9.37%
FOR Forestar Group Inc. Buy 5.09% 4.2%
AXR AMREP Corporation Buy 5.6% 14.66%
The percentage of cash held in the portfolio is: 74.45%
New Assets Added
None
Assets Removed
Asset Action Perf %
PGRE Sell All -1.38%
KW Sell All -4.89%
Assets Rebalanced
None
2024-09-20 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNIT Uniti Group Inc. Buy 4.89% 0.95%
BDN Brandywine Realty Trust Buy 4.89% 0.75%
KW Kennedy-Wilson Holdings, Inc. Buy 4.72% -2.79%
PGRE Paramount Group, Inc. Buy 4.94% 1.57%
INN Summit Hotel Properties, Inc. Buy 5.3% 8.91%
FOR Forestar Group Inc. Buy 5.24% 7.77%
AXR AMREP Corporation Buy 5.26% 8.11%
The percentage of cash held in the portfolio is: 64.75%
New Assets Added
None
Assets Removed
Asset Action Perf %
MPW Sell All -9.42%
Assets Rebalanced
None
2024-09-17 00:00:00 : Portfolio change date
Asset Action Weight PnL
UNIT Uniti Group Inc. Buy 4.95% 1.33%
MPW Medical Properties Trust, Inc. Buy 4.88% -0.31%
BDN Brandywine Realty Trust Buy 4.96% 1.31%
KW Kennedy-Wilson Holdings, Inc. Buy 4.81% -1.66%
PGRE Paramount Group, Inc. Buy 4.9% 0%
INN Summit Hotel Properties, Inc. Buy 4.9% 0%
FOR Forestar Group Inc. Buy 4.9% 0%
AXR AMREP Corporation Buy 4.9% 0%
The percentage of cash held in the portfolio is: 60.8%
New Assets Added
  • PGRE
  • INN
  • FOR
  • AXR
Assets Removed
Asset Action Perf %
ESRT Sell All 1.73%
Assets Rebalanced
None
2024-09-16 00:00:00 : Portfolio change date
Asset Action Weight PnL
ESRT Empire State Realty Trust, Inc. Buy 4.96% 1.63%
UNIT Uniti Group Inc. Buy 5.1% 4.55%
MPW Medical Properties Trust, Inc. Buy 4.89% 0%
BDN Brandywine Realty Trust Buy 4.89% 0%
KW Kennedy-Wilson Holdings, Inc. Buy 4.89% 0%
The percentage of cash held in the portfolio is: 75.29%
New Assets Added
  • MPW
  • BDN
  • KW
Assets Removed
Asset Action Perf %
HASI Sell All 4.36%
Assets Rebalanced
None
2024-09-06 00:00:00 : Portfolio change date
Asset Action Weight PnL
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. Buy 4.89% -0.36%
ESRT Empire State Realty Trust, Inc. Buy 4.95% 0.86%
UNIT Uniti Group Inc. Buy 4.9% 0%
The percentage of cash held in the portfolio is: 85.27%
New Assets Added
  • UNIT
Assets Removed
Asset Action Perf %
MLP Sell All 3.32%
Assets Rebalanced
None
2024-08-29 00:00:00 : Portfolio change date
Asset Action Weight PnL
HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc. Buy 4.79% -2.41%
ESRT Empire State Realty Trust, Inc. Buy 4.98% 1.53%
MLP Maui Land & Pineapple Company, Inc. Buy 5.05% 2.97%
The percentage of cash held in the portfolio is: 85.17%
New Assets Added
None
Assets Removed
Asset Action Perf %
AHT Sell All -5.77%
Assets Rebalanced
None

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Market Overview

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