Wednesday, May 17

Today amidst a massive selloff in all sectors we moved money from a well performing (only in that it didn’t tank today) REIT ETF to Blackrock Partners, who fell massively with the rest of the financial sector. Our reasoning is that today is an out of line market day – politically motivated trades are very rarely forward-looking. This is a great day to buy at better value than we’ve seen in a long time.

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