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The Big Five REITs

Everyone should own these

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REITs

Underpriced REITs with excellent fundamentals

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Alternative Fixed Income

Bonds and preferred shares from the best REITs

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Small-Cap Momentum

Options-like returns at a much lower risk

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Small-Cap Deep Value

Combining the best of both worlds

Financial Conditions and Credit Spreads
Recommended Reading
Flagship Report
Tim Melvin
Small-Cap Deep Value Mid-Year Review

Small-Cap Deep Value Portfolio Update

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Jul 8, 2026

Small-Cap Deep Value Mid-Year Review

15.5% average gain and climbing

Tim Melvin
Tim Melvin
The Warning Lights Are Flashing Again

Free Update

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Jul 2, 2026

The Warning Lights Are Flashing Again

If you know where to look

Tim Melvin
Tim Melvin
A Biotech Speculation That Fits the Quantitative Playbook

Biotech Watchlist Update

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Jul 1, 2026

A Biotech Speculation That Fits the Quantitative Playbook

Another promising biotech stock for our watchlist

Tim Melvin
Tim Melvin
Real Estate Built America. REITs Let You Own a Piece of What Built It.

REITs Portfolio Update

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Jun 30, 2026

Real Estate Built America. REITs Let You Own a Piece of What Built It.

And the time to buy is now

Tim Melvin
Tim Melvin
Where the Money Is: 5 Overseas Stocks Trading at a Third of U.S. Prices

Free Update

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Jun 24, 2026

Where the Money Is: 5 Overseas Stocks Trading at a Third of U.S. Prices

Buy good balance sheets at bad prices - then get paid twice

Tim Melvin
Tim Melvin
The Strategy That Returned 21% a Year for 43 Years - and 5 Small-Caps It Points To Now

Free Update

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Jun 23, 2026

The Strategy That Returned 21% a Year for 43 Years - and 5 Small-Caps It Points To Now

Find the business getting better before the analysts do. Here are five.

Tim Melvin
Tim Melvin
Credit And Our Income Portfolio Are In the Goldilocks Zone

Alternative Fixed Income Portfolio Update

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Jun 23, 2026

Credit And Our Income Portfolio Are In the Goldilocks Zone

Despite the doom-and-gloom headlines

Tim Melvin
Tim Melvin
KKR Just Published Its Picks and Pans for the Next Decade

Premium Update

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Jun 22, 2026

KKR Just Published Its Picks and Pans for the Next Decade

Why they're betting big on defense, electricity, and Asia — and avoiding bonds and housing

Tim Melvin
Tim Melvin
Forget AI Stocks. KKR Says the Real Money Is in What Powers Them.

Free Update

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Jun 21, 2026

Forget AI Stocks. KKR Says the Real Money Is in What Powers Them.

15 names across defense, energy infrastructure, and Asia that fit the thesis — most still cheap

Tim Melvin
Tim Melvin
The Biotechnology Sector: Opportunity Beneath the Surface

Free Update

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Jun 17, 2026

The Biotechnology Sector: Opportunity Beneath the Surface

Why I'm so excited

Tim Melvin
Tim Melvin
A 77% Small-Cap Gain And A New Buy

Small-Cap Momentum Portfolio Update

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Jun 16, 2026

A 77% Small-Cap Gain And A New Buy

The Small-Cap Momentum Portfolio is doing exactly what we want it to

Tim Melvin
Tim Melvin
Biotech Watchlist - 6/30/2026

Portfolio

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Jun 11, 2026

Biotech Watchlist - 6/30/2026

This is going to be big

Tim Melvin
Tim Melvin
REITs Are Recovering, And Our Portfolio Is Profiting

REITs Portfolio Update

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Jun 10, 2026

REITs Are Recovering, And Our Portfolio Is Profiting

3 of my favorite REITs

Tim Melvin
Tim Melvin
How To Actually Make Money In Biotech

Free Update

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Jun 8, 2026

How To Actually Make Money In Biotech

It's all numbers

Tim Melvin
Tim Melvin
The Tiny Isotope That Could Change Cancer Treatment and Create the Next Generation of 10-Bagger Stocks

Free Update

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Jun 5, 2026

The Tiny Isotope That Could Change Cancer Treatment and Create the Next Generation of 10-Bagger Stocks

The 7 stocks to watch

Tim Melvin
Tim Melvin
June 2026 Deep Value Portfolio Review

Small-Cap Deep Value Portfolio Update

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Jun 2, 2026

June 2026 Deep Value Portfolio Review

Profitable, not comfortable

Tim Melvin
Tim Melvin
A New Deep Value Play

Small-Cap Deep Value Portfolio Update

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Jun 2, 2026

A New Deep Value Play

The Pampas, the Malls, and the Market That Forgot to Count

Tim Melvin
Tim Melvin
Memorial Day

Free Update

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May 25, 2026

Memorial Day

One of our most important holidays

Tim Melvin
Tim Melvin
The REIT World Splits In Two

REITs Portfolio Update

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May 5, 2026

The REIT World Splits In Two

Our portfolio is on the right side

Tim Melvin
Tim Melvin
Our Deep Value Portfolio Shines As This Bull Cycle Grows Old

Small-Cap Deep Value Portfolio Update

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Apr 29, 2026

Our Deep Value Portfolio Shines As This Bull Cycle Grows Old

That's exactly when our Small-Cap Deep Value portfolio shines most

Tim Melvin
Tim Melvin
It's A Great Time To Be An Income Investor: April Income Update Part 2

Alternative Fixed Income Portfolio Update

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Apr 22, 2026

It's A Great Time To Be An Income Investor: April Income Update Part 2

It's easier on the nerves, that's for sure

Tim Melvin
Tim Melvin
A Peaceful Month In The Markets - For Income Investors Like Us, That Is

Alternative Fixed Income Portfolio Update

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Apr 21, 2026

A Peaceful Month In The Markets - For Income Investors Like Us, That Is

Our Income Portfolio is a calm refuge

Tim Melvin
Tim Melvin
That 22% Dividend Yield Is a Warning Siren, Not a Buying Signal

Free Update

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Apr 20, 2026

That 22% Dividend Yield Is a Warning Siren, Not a Buying Signal

What a 70-page J.P. Morgan report says about mortgage REITs — and where the real opportunity actually is

Tim Melvin
Tim Melvin
15 Stocks To Play The Rewiring Construction Market

Free Update

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Apr 16, 2026

15 Stocks To Play The Rewiring Construction Market

It's not broken. It's changing.

Tim Melvin
Tim Melvin
Forget Geopolitics, Our Small-Cap Portfolio Is Up 7.3% In 30 Days

Small-Cap Momentum Portfolio Update

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Apr 14, 2026

Forget Geopolitics, Our Small-Cap Portfolio Is Up 7.3% In 30 Days

It's doing exactly what we want

Tim Melvin
Tim Melvin
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This communication is for informational purposes only. It is not intended to serve as a recommendation to buy, sell, or hold any security, is not investment advice, and is not an offer or sale of a security or other products. Information contained within should not be perceived as a research report and is not intended to serve as the basis for any investment decision.

All investments involve risk and the potential for financial loss, and the past performance of a security does not guarantee future results or returns. Investors should obtain advice based on their own individual circumstances from their own tax, financial, legal, and other advisers about the risks and merits of any transaction before making an investment decision, and only make such decisions on the basis of the investor’s own objectives, experience, and resources.

This article and its author do not purport to identify all the risks or material considerations that may be associated with entering into any transaction. This author accepts no liability for any loss (whether direct, indirect, or consequential) that may arise from any use of the information contained in or derived from this website