Latest News

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  British American Tobacco Added

  British American Tobacco (BTI) was added to the SMA Portfolio today.

  • July 28, 2021
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  Scorpio Tankers Reduced

  The allocation to Scorpio Tankers (STNG) held in the SMA portfolio was reduced slightly.

  • June 23, 2021
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  Vanguard Short Term Bond ETF Added

  Today the Vanguard Short Term Bond ETF (BSV) was added to the SMA Portfolio.

  • June 17, 2021
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  Blackrock Resources & Commodities Fund Reduced

  On June 11th, the allocation to the Blackrock Commodity and Resources Fund (BCX) in the SMA was reduced slightly.

  • June 14, 2021
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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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