Retirement Strategy: Insurance Anyone?

Aug. 26, 2021 7:00 AM ET, , , , , , , , 43 Comments

Summary

  • In an effort to provide insight outside of the REIT sector, I asked Action Biased to drop by iREIT on Alpha.
  • I’ve been impressed with her articles on Seeking Alpha and expertise in researching equities. So I look forward to sharing the following report with you.
  • She's a CFA holder and I'm happy to see her contributing on our platforms.
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This article was co-produced with Action Biased.

We recently added Prudential Financial (PRU) to our "Retirement Strategy" portfolio. And as viewed below, shares have returned 13.2% since April.

Chart, line chart Description automatically generated

(Sharesight)

As for Action Biased, she last wrote about insurance companies this March

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This article was written by

119.52K Followers

Brad Thomas has over 30 years of real estate investing experience and has acquired, developed, or brokered over $1B in commercial real estate transactions. He has been featured in Barron's, Bloomberg, Fox Business, and many other media outlets. He's the author of four books, including the latest, REITs For Dummies.

Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U.S. President.

Note: Brad is also related to Nicholas Thomas who contributes to Seeking Alpha.

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of PRU either through stock ownership, options, or other derivatives. 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.

Action Biased owns PRU and MET.

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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