The Air Force and our Military Procurement Investment Silo

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Posted in  National Debt, Military Procurement, Air Force, Military Readiness

Air Force Readiness

Welcome to our blog and thank you for visiting. This is the limited public blog version of Connecting Dots. The full version of Connecting dots is for client educational use only. Investment Performance Is Not Guaranteed. Past performance is not indicative of future results. This material does not take into account your particular investment objectives, financial situation or needs. Nothing should be construed as an individual recommendation. Always read and all applicable information carefully before making an investment decision. Investments are not bank guaranteed, not FDIC insured. and may lose value. Due to our extensive holdings and that of our clients, you should assume that we have a position in all companies discussed and thus a conflict of interest should be assumed.

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TrueStar Advisors Investment Silos Discussed Five Year Annualized Return as of October 12, 2018

  • Past performance is not indicative of future results.
  1. Military Procurement - 18.59%
  2. Internet 5 - 18.03%
  3. Silo 100 - 17.77%
  4. Aerospace - 16.94%
  5. Biotechnology - 15.93%
  6. Residential REIT - 15.31%

Methodology

Returns reflect our base model performance from the Inception Date to the Date Funded, and funded performance since the Date Funded, if funded. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a strategy has been updated that you place orders to update your holdings.

Model performance deviates from actual client performance. Some of the common reasons include:

Different execution prices – model trades execute immediately while client trades execute in windows. Previous day pricing – mutual funds in models are executed at the previous day NAV while client mutual fund trades are executed at the trade date NAV. Model equity trades placed outside of market hours execute at the previous closing price. Frequent rebalances – models that are rebalanced frequently will deviate more quickly since different execution prices will have a greater impact. Missed syncs – model holdings will differ from client holdings if the model is modified but not synced or if a particular client does not fully sync to the model weights. Model Silo returns are calculated using the same methodology as funded folios–the Mid-Weighted Dietz Method. At launch, each model Silo has a hypothetical market value, which then changes over time based on the changing value of the underlying holdings.


Residential REITS are real estate investment trusts that focus primarily on rental apartment buildings and manufactured housing. Because these REITs depend on rental income from the properties they manage, many tend to own rental apartment building in high cost regions such as New York and Los Angeles. Residential REITs own and manage various forms of residences and rent space in those properties to tenants. Residential REITs include REITs that specialize in apartment buildings, student housing, manufactured homes and single-family homes. Within those market segments, some residential REITs also focus on specific geographical markets or classes of properties.

Reven Housing REIT Focuses On Workforce Rental Market