Focused Investing

Focused Investing

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Focused Investing
Focused Investing
RPD Trade Alert

RPD Trade Alert

Paul Drake's avatar
Paul Drake
Nov 19, 2024
∙ Paid
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Focused Investing
Focused Investing
RPD Trade Alert
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Responding to market silliness….

I just made these trades:

  • Sold about a 1% quantity of Armada Hoffler (AHH)

  • Bought the same dollar amount of Alexandria Real Estate (ARE)

This is more about ARE than AHH, though ARE is down about twice as much as AHH since mid-September.

Context for ARE in the market is this:

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