Latest News

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  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
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  SPDR Small Cap Value ETF Allocation Increased

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

  • August 23, 2019
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  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
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  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
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  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
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  Imperial Brands PLC (IMBBY) Increased in the SMA Portfolio

  The position in Imperial Brands PLC (IMBBY) was increased in the SMA Portfolio on Friday, May 31st, from a 1.8% weighting to 2.5% with cash available.

  • June 2, 2019
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  Position in SPDR Small Cap Value ETF Increased

  The position in the SPDR S&P 600 Small Cap Value ETF (SLYV) was increased in the SMA Portfolio.

  • February 7, 2019
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  Jeremy Siegel Sees a Bull Market Continuation

  Jeremy Siegel predicted a bullish 2019 for stocks on CNBC yesterday.

  • January 10, 2019
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  Ken Fisher is Over the Top Bullish for 2019

  CNBC interviewed successful money manager Ken Fisher yesterday

  • January 3, 2019
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  Jim Paulsen Sees Bullish Run in 2019

  slowing economy and more cautious Federal Reserve next year could extend the longest bull run in history, Leuthold Group's Jim Paulsen told CNBC on Thursday

  • December 28, 2018
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