Dev
@dev
Testing the limits
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- 312
- following
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- Joined
- February 2025
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Public portfolios
1 month return
Fintech adjacenttesting-fintech+5.77%2 subscribers 路 2 changes
Tech and moretech-and-more+3.54%0 subscribers 路 2 changes
Tech giantstech-giantsTech is the way, it always has been. We will lean into this and manage a portfolio with larger tech companies. 馃敟
+1.25%5 subscribers 路 7 changes
Real estatereal-estateThis portfolio is focused on investments in real estate-related equities, including REITs, real estate technology firms, and hospitality-based companies. It includes holdings in data center and communications infrastructure REITs such as **Equinix (EQIX)** and **American Tower (AMT)**, traditional real estate investment trusts like **Realty Income Corporation (O)** and **Invitation Homes (INVH)**, as well as companies with indirect real estate exposure like **Las Vegas Sands (LVS)** and **Zillow Group (Z)**. The goal of this portfolio is to achieve a balance between income generation through dividends and capital appreciation by investing in a diverse mix of real estate sectors.
-0.81%9 subscribers 路 6 changes
Younan capitalmarvin-buys-the-dip+10.22%17 subscribers 路 31 changes
Cigar Buttscigarette-buttLike picking up a discarded cigar for one last puff.
This portfolio tracks tech mid caps that have been beaten up from their highs.
NOTE: This does not reflect my personal holdings, that would be **_Younan-capital_**. This is just for tracking some interesting mid caps and comparing returns.-2.93%6 subscribers 路 5 changes
Testingtesting-3.78%2 subscribers 路 4 changes
Gold buggold-bug+19.23%5 subscribers 路 1 changes
Game?game+7.79%5 subscribers 路 2 changes- Winnerswinners+6.14%2 subscribers 路 1 changes
Detection 105yesil+5.65%1 subscribers 路 4 changes- Campo鈥檚 Porfoli campo-s-porfoli+2.82%4 subscribers 路 2 changes
AGIagiget rich when we get the big guy+1.21%4 subscribers 路 1 changes
Home buildershome-buildersThis portfolio tracks home builders.
We believe the current high long term interest rates (May 2025) are a significant headwind. As long term rates come down (which we believe they will) the demand side will come back.
At the same time, we believe there will be bipartisan political support for speeding up home building in the form of deregulation.+0.22%2 subscribers 路 1 changes
YesyesOkay0.00%1 subscribers 路 0 changes- 28280.00%2 subscribers 路 0 changes