Published Gold Brief Investment Thesis (for GLDM). This is an evergreen page. Future updates of the thesis will stay on that page
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2026-07-17 Portfolio Update – BN, OWL, PSUS, TSM
Put in $2000, then purchased: $490.89 for BN $500 for OWL $300 for PSUS $1000 for TSM The focus on the market for the past few months, besid...
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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 $2000, then purchased: $500 for APO $300 for BN $453.61 for HASI $500 for HHH $300 for PAX About a week or so ago, the market was h... -
My move was bigger than usual this week. It all came from the IPO of Figma (FIG) . I transferred $10k into my Robinhood account last week ...
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