• INCEPTION (01/26/2018)

  • 0.56 YRS
  • AVG. ANNUAL RETURN

  • 11.12%
  • S&P RETURN

  • 4.17%
(REITX) Barnacle Global REIT Fund

REITX Growth of $10,000

REITX Model
REITX Composite
S&P 500

REITX Month By Month (As Of: 08/06/2018)


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%5.87%4.36%-1.43%0.57%----4.45% 0.23%
Returns greater than 5%
Returns less than -5%

REITX Top 5 Holdings


Symbol Name Current Price % Fund
SBRA Sabra Health Care REIT Inc $23.26 4.97%
EDR Education Realty Trust Inc $41.39 4.80%
CHSP Chesapeake Lodging Trust $32.51 4.54%
CUBE CubeSmart $31.75 4.51%
PSA Public Storage $223.57 4.49%
Total 23.30%

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 16 (72.73%) of those stocks. Careful stock selection is one of the keys to success.

All Positions
Stock Picking Skills Winning % 72.73%
Trading Skills Avg. Gain/Loss Ratio 0.48