Closed-End Funds
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Morgan Stanley Emerging Markets Debt Fund Sold
The entire position in the Morgan Stanley Emerging Markets Debt Fund (MSD) held in...
- Posted February 19, 2020
- 0
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Royce Value Trust to be Added
Concerns following Great Britain's decision to exit the EU have created opportunities to purchase...
- Posted June 27, 2016
- 0
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BlackRock Resources & Commodities Strategy Trust to be Added
The recent buyout of Checkpoint Systems (CKP) and liquidation of closed-end fund Strategic Global...
- Posted June 9, 2016
- 0
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2013 Performance Review
Given the dismal performance of the SMA Portfolio in 2013 I've contemplated abandoning the...
- Posted June 30, 2014
- 4
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SGL Added to SMA Portfolio
As mentioned in a previous post regarding the opportunity in closed-end funds , a...
- Posted January 2, 2014
- 0
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EMD Added to SMA Portfolio
As mentioned in the previous post regarding the opportunity in closed-end funds , a...
- Posted December 20, 2013
- 0
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Year-End Opportunity in Closed-End Funds
Having invested in Closed-End Funds (CEF) many times in the past, I'm on the...
- Posted December 16, 2013
- 1
Latest News
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Markets Unraveling
Coronavirus fears have created a contagion of panic on Wall...
- March 19, 2020
- 0
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BlackRock Resources & Commodities Fund Increased
Yesterday the remaining cash in the SMA Portfolio was used...
- February 27, 2020
- 0
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Resource Equities Allocations Increased in the SMA Portfolio
The broad sell-off today in worldwide equity markets due to...
- February 25, 2020
- 0
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Morgan Stanley Emerging Markets Debt Fund Sold
The entire position in the Morgan Stanley Emerging Markets Debt...
- February 19, 2020
- 0
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Royce Value Trust to be Added
Concerns following Great Britain's decision to exit the EU have...
- June 27, 2016
- 0
Don't Miss Out On These Free Updates!
Indexes, Currencies, Commodities & Rates
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iShares Silver Mining ETF Allocation Increased
The price of silver has been declining due to...
- March 30, 2021
- 0
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Rich Bernstein Negative on Tech as Rates Rise
Rich Bernstein, CEO and CIO of Richard Bernstein Advisors,...
- March 18, 2021
- 0
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
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Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
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Bill Ackman Thinks Diversification is for the Lazy
Bill Ackman made a speech at the Active/Passive Investor...
- March 4, 2010
- 7
T.T.S. Fear Index
Date | Index | SMA Comment |
1/20/2021 | 2.3 | Massive stimulus and Fed support have nearly eliminated fear |
3/23/2020 | 7.0 | Coronavirus and oil price war panic investors to the highest level of fear since October 2011 |
12/26/2019 | 2.3 | Lowest level of fear in nearly two years (January 2018) |
12/21/2018 | 6.7 | Raised fears likely setting up a buying opportunity |
1/11/2018 | 1.8 | Unusually low fear could mean we're near the top in valuations |
1/13/16 | 6.3 | Terrible start to 2016 raised fears |
10/3/11 | 8.5 | A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense |
3/9/09 | 7.0 | Market bottom (S&P 500 @ 666); end of the world was nigh |
10/27/08 | 8.8 | Market had dropped 28% in 5 weeks, Paulson pulled out all stops to save Wall Street bankers |
10/12/07 | 3.2 | Market top (S&P 500 @ 1,562); worldwide housing bubble pricked |
Year-to-Date Performance as of February 24, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 18.7% |
S&P 500 | 4.8% |
U. S. Small Caps | 12.2% |
Total U. S. Stock Market | 6.0% |
Total Int'l Stock Market | 6.0% |
Total U. S. Bond Market | -2.4% |