Latest News

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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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  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
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  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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  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 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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  Frontline Sold

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

  • August 8, 2020
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  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
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  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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