TJX - Realty Income: Halftime Report
A Walgreens in a Realty Income-owned location (image via Kiplinger's). Walgreens is Realty Income's largest tenant by percent of revenue.
A Hedged Portfolio Around A Realty Income Position
In 2017, I presented a hedged portfolio built around an AT&T (T) position. That portfolio was designed to last six months, and six months later, it had hit it out of the park, outperforming my site's best-case scenario and the SPDR S&P 500 ETF (SPY), as you can see in the chart below.
In August 2018, I started presenting new hedged