Latest News

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  XOP and PEO Reduced

  Strength in energy related names has allowed an opportunity to reduce exposure in this sector.

  • June 10, 2021
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  Oil & Gas Exploration & Production ETF Allocation Reduced

  The SPDR S&P Oil & Gas Exploration & Production ETF (XOP) has turned from hated to loved in the past seven months.

  • June 1, 2021
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  iShares Silver Mining ETF Allocation Increased

  The price of silver has been declining due to rising interest rates and a stronger US dollar.

  • March 30, 2021
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  ViacomCBS Re-initiated

  About five weeks ago the entire position of ViacomCBS (VIAC) in the SMA Portfolio was sold at $60 per share.

  • March 26, 2021
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  Rich Bernstein Negative on Tech as Rates Rise

  Rich Bernstein, CEO and CIO of Richard Bernstein Advisors, warned that high-flying tech stocks could face severe headwinds for years as interest rates rise.

  • March 18, 2021
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  Oil & Gas Exploration & Production ETF Allocation Reduced

  The SPDR S&P Oil & Gas Exploration & Production ETF has been on an epic run to the upside since late October.

  • March 5, 2021
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  Gold and Silver Mining ETFs Allocation Increased

  Gold and silver mining stocks, along with precious metals prices, have been trending lower since August.

  • March 3, 2021
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  ViacomCBS Sold

  On February 17, 2021, the entire position of ViacomCBS (VIAC) held in the SMA Portfolio was sold at $60 per share

  • February 19, 2021
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  iShares Global REIT ETF Sold

  Investor euphoria/greed has been elevated with the extension of the current historic rally in stocks.

  • January 20, 2021
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  iShares Silver Mining ETF Increased

  With interest rates creeping up and the US Dollar Index making a stand, the precious metals complex has been under pressure.

  • January 12, 2021
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