Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $5.14 18 Jul 2026Current $5.71 09 Sep 2026Result −$0.57vs. index −13.7% SPY +2.6% over the same days
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Surrounding source transcript
…ra Energy are up around 28%. That is very nice. Also, only one stock is substantially down. Urban Infrastructure Group is 40% in the red. So far, so good. So, let's see if the destiny wants us to make any changes to the portfolio. Okay, so there are two companies we have to sell. Ring Energy and Nuveen Quality Municipal Income Fund. And what are the two companies we are going to replace them with? Well, let's find out by taking a look at Psychology of Money and exactly page 25. So, that is you. Okay, we got our first letter. So, let's find the next ones. So, that is U…
there are two companies we have to sell. Ring Energy and Nuveen Quality Municipal Income Fund.
AI-extracted context So, there are two companies we have to sell. Ring Energy and Nuveen Quality Municipal Income Fund.
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Entry $11.88 18 Jul 2026Current $11.15 09 Sep 2026Result +$0.73vs. index +3.6% SPY +2.6% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…ra Energy are up around 28%. That is very nice. Also, only one stock is substantially down. Urban Infrastructure Group is 40% in the red. So far, so good. So, let's see if the destiny wants us to make any changes to the portfolio. Okay, so there are two companies we have to sell. Ring Energy and Nuveen Quality Municipal Income Fund. And what are the two companies we are going to replace them with? Well, let's find out by taking a look at Psychology of Money and exactly page 25. So, that is you. Okay, we got our first letter. So, let's find the next ones. So, that is U…
there are two companies we have to sell. Ring Energy and Nuveen Quality Municipal Income Fund.
AI-extracted context So, there are two companies we have to sell. Ring Energy and Nuveen Quality Municipal Income Fund.
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Entry $27.77 18 Jul 2026Current $26.20 09 Sep 2026Result −$1.57vs. index −8.2% SPY +2.6% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…ome Fund. And what are the two companies we are going to replace them with? Well, let's find out by taking a look at Psychology of Money and exactly page 25. So, that is you. Okay, we got our first letter. So, let's find the next ones. So, that is UTF and that is Cohen and Steers Infrastructure Found Incorporated. And the other company is page 44. Well, 44 is blank, so we have to do it again. And that is page 61. Yep, here it is. Okay, so we got HGV, which is Hilton Grand Vacations Incorporated. So, let's add them to our portfolio and we will see ea…
that is UTF and that is Cohen and Steers Infrastructure Found Incorporated.
AI-extracted context So, that is UTF and that is Cohen and Steers Infrastructure Found Incorporated.
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Entry $49.94 18 Jul 2026Current $40.27 09 Sep 2026Result −$9.67vs. index −21.9% SPY +2.6% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…r. So, let's find the next ones. So, that is UTF and that is Cohen and Steers Infrastructure Found Incorporated. And the other company is page 44. Well, 44 is blank, so we have to do it again. And that is page 61. Yep, here it is. Okay, so we got HGV, which is Hilton Grand Vacations Incorporated. So, let's add them to our portfolio and we will see each other in 3 months. I mean, for you it's going to be seconds, for me it's going to be 3 months so it's a bit like Interstellar. >> [music] >> It's April 2026 and it's time for the final changes in our portfolio before t…
we got HGV, which is Hilton Grand Vacations Incorporated. So, let's add them to our portfolio
AI-extracted context Okay, so we got HGV, which is Hilton Grand Vacations Incorporated. So, let's add them to our portfolio
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