Latest News

  • ViacomCBS 6 month chart
    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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  • REET
    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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  • Silver Mining ETF
    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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  • ishares silver mining etf
    iShares Silver Miners ETF Added

    The iShares MSCI Global Silver Miners ETF (SLVP) was added and Global X Silver Miners ETF (SIL) removed from the SMA Portfolio due to a significant difference in the...

    • December 21, 2020
    • 0
  • Molson Coors TAP
    Molson Coors Added

    Investors continue to pile into high-flying technology shares and various other market darlings creating some of the biggest bubbles I've ever seen.

    • October 1, 2020
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  • iShares Global Gold Miners ETF
    Global Gold Miners ETF Allocation Increased

    Cash available was added to the SMA Portfolio's holding in the iShares MSCI Global Gold Miners ETF (RING)

    • August 10, 2020
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  • Dorian LPG
    Dorian LPG Sold

    As part of a change in strategy to gradually shift the SMA portfolio allocation from shipping to precious metals, Dorian LPG (LPG) was sold this morning at $9.20.

    • August 10, 2020
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  • Shipping
    Frontline Sold

    Yesterday shipping company Frontline Ltd. (FRO), was sold at $8.20.

    • August 8, 2020
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  • Gold and Silver
    Gold and Silver Mining ETFs Added

    Cash available in the SMA Portfolio was allocated to the Global X Silver Miners ETF (SIL) and the iShares MSCI Global Gold Miners ETF (RING) today.

    • August 7, 2020
    • 0
  • Teekay Tankers YTD Chart
    Position in Teekay Tankers Increased

    Daily rates have dropped faster than expected in the oil tanker business which has led to disastrous performance by the company's stocks

    • June 25, 2020
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