Published a brief analysis for SmartRent (SMRT) by copying the analysis from 2023-06-15 portfolio update. This is an evergreen page. I expect that most descriptions and updates of the company will stay on that page.
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2025-10-03 Portfolio Update – APO, BN, OWL
Put in $2000, then purchased: $500 for APO $200 for BN $1511.15 for OWL The alternative asset managers kept falling, so I added more. OWL is...
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Sold all ADC, BNL, EPRT, then purchased: HHH This update was mostly to sell the fully valued REITs and buy more HHH. The REITs were at 100% ...
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Put in $2500, then purchased: $500 for APO $500 for BN $500 for PAX $673.87 for NVDA $500 for TSM I planned to stop putting in more cash las...
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Put in $4000, then purchased: $900 for APO $900 for BN $900 for PAX $300 for NVDA $800 for TSM $220.04 for HOOD Put in more cash this time t...
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