Latest News

• 
  Occidental Petroleum Added to the SMA Portfolio

  Occidental Petroleum Corporation (OXY) was added to the SMA Portfolio today at a price of $41.25.

  • October 8, 2019
  • 0
• 
  EnLink Midstream Added to the SMA Portfolio

  EnLink Midstream, LLC (ENLC) was added to the SMA Portfolio today at a price of $7.65.

  • October 7, 2019
  • 0
• 
  Delphi Technologies Added to the SMA Portfolio

  Delphi Technologies PLC (DLPH) was added to the SMA Portfolio today at a price of $12.15.

  • October 7, 2019
  • 0
• 
  Antero Midstream Added to the SMA Portfolio

  Antero Midstream Corporation (AM) was added to the SMA Portfolio today at a price of $7.

  • October 4, 2019
  • 0
• 
  Reduced PepsiCo Holding

  make some alterations to the SMA portfolio since Ameritrade has joined the race to zero commmissions on stock and ETF trades

  • October 3, 2019
  • 0
• 
  Selling BT Group PLC

  Due to the impending termination of the U. S. traded ADRs in BT Group PLC (BT), I intend on selling the shares held in the SMA Portfolio by the...

  • September 13, 2019
  • 0
• 
  SPDR Small Cap Value ETF Allocation Increased

  A widespread sell-off in global equities offered an opportunity to increase the position size in the SPDR Small Cap Value ETF (SLYV).

  • August 23, 2019
  • 0
• 
  SPDR Portfolio Emerging Markets ETF Allocation Increased

  Today's widespread sell-off allowed an opportunity to increase the position size in the SPDR Portfolio Emerging Markets ETF (SPEM).

  • August 14, 2019
  • 0
• 
  Helima Croft Says Oil Demand Concerns Trumping Iranian Actions

  The US supply picture has really changed the dynamics of oil according to Helima Croft, RBC's energy analyst.

  • July 20, 2019
  • 0
• 
  Ensco Rowan PLC (ESV) Position Size Increased

  The position in Ensco Rowan PLC (ESV) was increased in the SMA Portfolio on Thursday, July 11th, from a 0.2% weighting to approximately 1.0% with cash available.

  • July 11, 2019
  • 0