• INCEPTION (01/26/2018)

  • 0.32 YRS
  • AVG. ANNUAL RETURN

  • 4.75%
  • S&P RETURN

  • -8.81%
(REITX) Barnacle Global REIT Fund

REITX Growth of $10,000

REITX Model
REITX Composite
S&P 500

REITX Month By Month (As Of: 05/21/2018)


Year Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec REITX YTD S&P YTD
2018-1.06%-7.89%2.21%2.38%6.43%-------1.49% -4.23%
Returns greater than 5%
Returns less than -5%

REITX Top 5 Holdings


Symbol Name Current Price % Fund
CUBE CubeSmart $29.47 4.61%
CHSP Chesapeake Lodging Trust $29.70 4.57%
PSA Public Storage $204.69 4.52%
GEO The GEO Group Inc $24.20 4.41%
SBRA Sabra Health Care REIT Inc $18.69 4.39%
Total 22.50%

REITX Skill Metrics


Over the past years, The has invested in a total of 22 stocks at one time or another and made money on 7 (31.82%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 31.82%
Trading Skills Avg. Gain/Loss Ratio 0.41