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: