Oil
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Vanguard Energy ETF Added to the SMA Portfolio
Fear and volatility were high today with renewed Coronavirus concerns dropping the DJIA over...
- Posted February 24, 2020
- 0
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BP PLC Added to the SMA Portfolio
BP PLC (BP) was added to the SMA Portfolio today as part of the...
- Posted February 20, 2020
- 0
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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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Royal Dutch Shell PLC Added to the SMA Portfolio
Lingering concerns regarding the Coronavirus outbreak have continued to weigh on energy equities.
- Posted February 18, 2020
- 0
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Teekay Tankers Added to the SMA Portfolio
Teekay Tankers Ltd. (TNK) was added to the SMA Portfolio yesterday as part of...
- Posted February 15, 2020
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SPDR S&P Oil & Gas Exploration & Production ETF Added to SMA Portfolio
SPDR S&P Oil & Gas Exploration & Production ETF (XOP) was added to the...
- Posted February 15, 2020
- 0
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Vanguard Total Bond ETF Sold
The entire position in the Vanguard Total Bond Market ETF (BND) held in the...
- Posted February 14, 2020
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Latest News
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Marathon Oil Increased
Today cash in the SMA Portfolio was used to increase...
- March 6, 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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Vanguard Energy ETF Added to the SMA Portfolio
Fear and volatility were high today with renewed Coronavirus concerns...
- February 24, 2020
- 0
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BP PLC Added to the SMA Portfolio
BP PLC (BP) was added to the SMA Portfolio today...
- February 20, 2020
- 0
Don't Miss Out On These Free Updates!
Indexes, Currencies, Commodities & Rates
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iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar...
- January 12, 2021
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iShares Silver Miners ETF Added
The iShares MSCI Global Silver Miners ETF (SLVP) was...
- December 21, 2020
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Molson Coors Added
Investors continue to pile into high-flying technology shares and...
- October 1, 2020
- 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 |
1/8/2021 | 2.7 | 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 March 2009 |
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 January 15, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 8.5% |
S&P 500 | 1.1% |
U. S. Small Caps | 6.9% |
Total U. S. Stock Market | 2.1% |
Total Int'l Stock Market | 4.4% |
Total U. S. Bond Market | -1.1% |