As we announced last year on Seeking Alpha, we commenced the New Money Portfolio to capture alpha intelligently, without chasing for yield. To be considered as a pick within our New Money Portfolio, the company must be considered a strong buy.
In order to provide readers with a more detailed playbook than just buy/hold/sell picks, we provide a few more granular recommendations, such as strong buy, speculative buy, and trim. Here’s our definition of strong buy:
Strong Buy means that I am recommending a high-quality REIT that's trading at a wider margin of safety. Recognizing