Thoughts on Some Recent Winners and Losers
July 12, 2013 at 19:54 PM EDT
It’s been an interesting year so far — this week has helped to heal some wounds but my personal portfolio has lagged the market for much of the year, thanks largely to some substantial positions in stocks that were sensitive either to interest rate rises (like Retail Opportunity Investments Corp, ROIC, a favorite REIT) or [...]