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Editor's note: "Bricks and Mortar" is a mock portfolio created by reporter Nicholas Yulico that is meant to help generate real estate and gaming-related stock ideas. In keeping with TSC's editorial policy, Yulico doesn't own or short individual stocks.
The fourth quarter started off with a bang for the broader stock market on Monday, and the Bricks and Mortar mock portfolio surged on the rally.
The portfolio is now up 23.2% since its inception in late January, handily beating the S&P 500's return of 8.3% in the same period.
Such outsized returns make it a nice time to examine what's working and whether there are still stocks left to buy in the real estate and casino sectors. ...
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