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  • amirapatel

At the beginning of the COVID pandemic (around Feb 2020), I began to restructure my portfolio weights and direct investments. The volatility and uncertainty in the equities market was one of the many causes pushing for increasing my position in long term, appreciating assets such as real estate. The general allocations went from 60% stocks 40% REITs to 30% stocks and 70% REITs.

On the REIT side, the structure followed 28.2% dividend focused, 34.7% balanced (both dividend and appreciating), and 37.1% appreciation focused. The physical investments included, but were not limited to, stabilized commercial/residential properties, renovation, land leases, and new apartment developments. The overall goal of this structure was to create moderate quarterly dividends through stabilized properties and high appreciation values upon completion of any developing properties.

Weighted annual returns for 2020 were 6.0% and the unweighted breakdown shown in the image.

Looking into my 2021 structure, I am to slowly decrease my holdings within any balanced properties once returns are met and move those funds into Growth REITs.

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  • amirapatel

6mo forecast and exit price for energy holdings:


Current: 21.25

Mid PT: 26.2

High PT: 39


Current: 32.01

Mid PT: 40.61

High PT: 45.59


Current: 36.36

Mid PT: 44.00

High PT: 59.00


Current: 42.02

Mid PT: 49.00

High OT: 74.00

Of the four energy positions, XOM is the one to watch. Goldman analysts expect the stock to perform better relative to the firm's cash flow estimates. Goldman has a buy rating on the stock. Canada's Suncor Energy (SU) and Marathon Petroleum Corporation (MPC) were also listed in the statement, both of which are potential buys.

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  • amirapatel

Nearest PT holds at $185 with significant resistance at $180, however long term outlook can be seen on the positive end from $210 - $230 until the return of cash flow from theme parks. The monthlong trend of rising wedges, gains of 80+% since the initial COVID-19 crash, and a positive post-covid return of paused revenue streams creates a solid base for continued growth.

Due to the sheer volume of projected subscribers to the Disney+ platform by 2024 as well as the various other revenue sources that will eventually return, I would recommend strategically exiting from overvalued streaming platform holdings such as Netflix and finding a position within Disney.

Fundamentally, DIS is a solid long-term hold and any current price and to grow a current position by holding out until a drop to the $175-$180 range.

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Amir Patel

Investor/Finance Grad/MBA Student/CFA Level 1 Candidate

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