Core Insights - The current market sentiment is bullish, with cyclical sectors leading returns as markets reach all-time highs [1] - A moderation in stock returns is expected across the board by 2026, indicating a potential shift in market dynamics [1] Investment Approach - The investment strategy focuses on fundamental long-term perspectives, with a history of investing in REITs, preferred stocks, and high-yield bonds since 2011 [1] - Recent strategies include combining long stock positions with covered calls and cash secured puts, reflecting a tactical approach to managing investments [1] Coverage Focus - The primary focus of analysis includes REITs and financials, with occasional insights on ETFs and other stocks influenced by macroeconomic trade ideas [1]
Vonovia: Further NAV Growth Expected In 2026 (Rating Upgrade)
Seeking Alpha·2025-12-08 02:59