Focused Investing

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RPD Trade Alert: Raising Cash

RPD Trade Alert: Raising Cash

Paul Drake's avatar
Paul Drake
Apr 04, 2025
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Focused Investing
Focused Investing
RPD Trade Alert: Raising Cash
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Getting ready to buy good companies that drop in price.

I followed the example of a subscriber this morning and sold my position in VICI Properties (VICI) for no gain. That was about 6% of the current portfolio market value, now dry powder.

Not ready to buy quite yet, though.

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