All posts by Barron Maestro

  • Portfolio rebalancing
    Changes to the SMA Portfolio

    Several changes to the Stock Market Advantage (SMA) portfolio have been deemed to be prudent in light of extraordinary developments and an eye towards costs.

    • Posted November 28, 2018
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  • Jeffrey Gundlach - Doubleline
    Jeff Gundlach: “The Situation has Changed”

    Jeffrey Gundlach, chief executive officer of Doubleline Capital, told Reuters on Thursday, "The last man standing was the 30-year, and it has definitively broken above a multiyear base that should over time carry us to significantly higher...

    • Posted October 5, 2018
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  • Liferaft
    Preferred Stock ETF Allocation Increased

    The allocation to iShares U.S. Preferred Stock ETF (PFF) was increased to 5.5% of the SMA Portfolio using the available cash balance.

    • Posted October 2, 2018
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  • Casualty of War
    AT&T and BT Group Added to the SMA Portfolio

    Weakness in the telecom sector, along with rising interest rates, has provided an interesting opportunity in these high-yielding shares.

    • Posted May 18, 2018
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  • Mary Ann Bartels 2018
    Mary Ann Bartels Explains The Thesis of the Secular Bull

    Mary Ann Bartels, CIO at Bank of America - Merrill Lynch, was interviewed by Barron's magazine and explained why the bond market will support global equity valuations and a continuing bull market.

    • Posted January 7, 2018
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  • Jeff Saut - Raymond James
    Jeff Saut Bullish on Prospects for Stocks in 2018

    Jeff Saut, chief investment strategist at Raymond James, was on CNBC Wednesday commenting on prospects for stocks in 2018.

    • Posted December 30, 2017
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  • Jeffrey Gundlach 2017
    Jeffrey Gundlach: Commodities Are Cheap

    Jeffrey Gundlach, DoubleLine Capital LP CEO & co-founder, told CNBC’s Scott Wapner that investors should overweight commodities in portfolios. Gundlach said commodities have experienced massive cycles in the past and are currently cheap relative to the alternatives...

    • Posted December 14, 2017
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  • Prospect Capital
    Prospect Capital Removed From the SMA Portfolio

    I decided to sell Prospect Capital (PSEC) since it has rebounded 25% from lows reached earlier this month.

    • Posted November 17, 2017
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  • Portfolio rebalancing
    Global X MLP ETF Allocation Increased in the SMA Portfolio

    Due to price weakness and improved valuation, allocation to the Global X MLP ETF (MLPA) was increased from 2.8% to 4.7% in the SMA Portfolio.

    • Posted November 14, 2017
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    Imperial Brands Added to the SMA Portfolio

    Imperial Brands PLC (IMBBY) was added to the SMA Portfolio this week at a price of $42.25. The allocation to IMBBY is 2.6% of the portfolio. Imperial Brands is a large British tobacco company trading near its...

    • Posted October 13, 2017
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