• Global X MLP ETF Allocation Increased
• Helima Croft Says Oil Demand Concerns Trumping Iranian Actions
• Jeff Saut Says Market is Bottoming
• Charles Nenner Sees Bear Market in Oil For 2019
• Jeff Gundlach: “The Situation has Changed”

All posts by Barron Maestro

• 
  EPR Properties Added to the SMA Portfolio

  PR Properties (EPR) was added to the SMA Portfolio today. EPR is a REIT yielding 6.4%.

  • Posted January 27, 2020
  • 0
• 
  Value Investor Bill Nygren’s Ideas

  Oakmark's veteran value manager Bill Nygren was on CNBC today providing his latest ideas.

  • Posted January 21, 2020
  • 0
• 
  Jeremy Siegel: Market Similar to January 2018

  On CNBC yesterday Jeremy Siegel expressed concern that the market's rally was looking similar to January 2018 which led to a stagnant market in the following months.

  • Posted January 10, 2020
  • 0
• 
  Macerich and Taubman Centers Added to the SMA Portfolio

  Retail mall REITS Macerich (MAC) and Taubman Centers (TCO) were added to the SMA Portfolio today utilizing available cash.

  • Posted January 2, 2020
  • 0
• 
  Delphi Technologies Removed from the SMA Portfolio

  London based auto equipment manufacturer Delphi Technologies (DLPH) was sold today at $13.00.

  • Posted December 6, 2019
  • 0
• 
  Global X MLP ETF Allocation Increased

  A trade war related sell-off today created an opportunity to increase the position size of the Global X MLP ETF (MLPA) in the SMA Portfolio.

  • Posted December 3, 2019
  • 0
• 
  Jeff Saut: Market Can Continue to Rise in December

  Capital Wealth Planning chief investment strategist Jeff Saut was on CNBC today expressing his bullish market view.

  • Posted December 2, 2019
  • 0
• 
  Gerdau S. A. Removed from the SMA Portfolio

  Long-time holding brazilian steelmaker Gerdau S. A. (GGB) was sold this morning at $4.04.

  • Posted December 2, 2019
  • 0
• 
  Plains GP Holdings, L.P. Added to the SMA Portfolio

  Plains GP Holdings LP (PAGP) was added to the SMA Portfolio today at a price of $17.82 utilizing the cash available.

  • Posted November 26, 2019
  • 0
• 
  Position in Pfizer Reduced

  When individual stock positions reach an allocation of 3.5% of the SMA Portfolio the position will be trimmed to a level closer to 3%.

  • Posted November 25, 2019
  • 0