This article is part of the Rising Stars Portfolios series.

My first real-money portfolio purchase, Retail Opportunity Investments (Nasdaq: ROIC), or "ROIC" for short, has been quiet since I picked the stock in early November. Since it'll take a little time for the thesis to play out, retail investors have an open window of opportunity to accumulate shares, before fixed-income institutions unearth the story. Watch the video, then read on below:

Andy Louis-Charles is an analyst for Inside Value and our special-situations premium portfolio service, Special Ops, and manages a Rising Stars real-money portfolio. If you're interested in learning more about his portfolio, asking him a question, or pitching him a stock, visit his discussion board. Both he and the Fool own shares of Retail Opportunity Investments. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.