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February Was A Rough Month For The Big Ticket Portfolio

Mar. 05, 2018 8:17 AM ETLOW, VTR, SKT, WFC, AL, AMZN, CSCO2 Comments


  • The S&P was down 3.6% for the month of February with our Stock Picks down 2.6%.
  • February was a roller coaster to say the least with Tax Reform buzz sailing off as investors turned their attention to fears of rising interest rates.
  • Technology and Banks continue to lead while REITs continue their fall from grace.

In early January, I published my top picks for 2018, see article here. As a reminder for readers not familiar with my strategy, I am a dividend growth investor in my mid 30s with a long-term horizon (hopefully), and my plan is to invest in well-rounded companies with a quality track record, superb management team, and strong dividend growth potential.

Towards the end of last year, numerous followers asked that I put out a list of stock picks for the year. As such, I constructed the list below with the goal to beat the performance of the SPY. The portfolio started with investable funds of $100,000 that were allocated amongst the stocks listed below. This portfolio will not be actively managed; however, I will provide commentary around any ideas or changes I would look into making. This piece will focus on our progress through the month of February, which many of you know, contained the single largest point drop in the market ever.

February 2018 Results

Since the turn of the new year, the S&P 500 has decreased about 0.6% through the month of February. The month of February was a bit of a roller coaster to say the least. The SPY saw a high of $280, which was at the beginning of the month, and went as low as $257 all within the first week of trading. Much of the tailwind around Tax Reform that ran into the beginning of 2018 has departed, and investors have turn their attention to the rise of interest rates. Just this past week, investors ran for the doors when new Fed Chair Jerome Powell hinted at the idea of four interest rate hikes in 2018.

Photo Credit

In my opinion, considering we do not have the first rate hike yet, I do not see the

This article was written by

Mark Roussin profile picture
Leader of iREIT on Alpha
The #1 Service For Safe and Reliable REIT Income

Mark Roussin is an active Certified Public Accountant (CPA) in the state of California. Mark has worked as a CPA, serving both public and private Real Estate corporations for over 10 years. Today, he provides his followers insights to both undervalued dividend stocks mixed with high-growth opportunities with a goal of them reaching financial freedom in the long-term. Mark tends to invest primarily in dividend stocks with a strong emphasis on Real Estate Investment Trusts (REITs). 

Author of the weekly financial newsletter, "The Dividend Investor's Edge."

Mark has partnered with "iREIT on Alpha”, which is the premiere marketplace service that provides the best daily in-depth REIT research. The service boasts a community of like minded investors that also receive complete access to our various portfolios that you can track in real-time. Come check out all the exclusive content today!


DISCLAIMER: Mark is not a Registered Investment Advisor or Financial Planner. The Information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. He asks that you perform your own due diligence or seek the advice of a qualified professional. You are responsible for your own investment decisions. 

Analyst’s Disclosure: I am/we are long AAPL, DIS, AVGO, LOW, GOOGL, SBUX, JNJ, SKT, NKE. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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