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BRMK - The Protected Principal Retirement Portfolio: Preliminary Rebalancing - Part IV
Broadmark Realty Capital Inc
On Monday of this week I did a fairly large re-balancing (for me) of the PPRP, selling two large closed-end fund holdings and replacing them with six stocks and CEFs. While these transactions might not be "major" for some of you, they represented a big step for me, considering my conservative bent.
Before getting into these in a bit more detail, I want to again emphasize that all of the decisions made were specific to me, and to the PPRP and are not to be construed as "buy" or "sell" recommendations.