Weekly Series: mREIT And BDC Recommendations (And Price Targets) As Of 06/16/2024

Hi subscribers.

We aim to retain the same layout from week to week. 

Weekly Notes From Colorado Wealth Management Fund

Positions: No trades for me over the last week. I’ll still be keeping an eye out for some opportunities with the preferred shares. I’ve got 13.74% of the portfolio in cash presently. The vast majority of that is in short-term Treasury ETFs…