Closed-end Fund Adams Natural Resources to be Added to the SMA Portfolio
There are occasions when a Closed-End Fund (CEF) is preferable to holding a comparable...
- Posted July 1, 2015
Opportunities From Year-End Tax Loss Selling
As the year concludes investors often seek ways to offset capital gains by taking...
- Posted December 4, 2014
Adding to ASA, RYAM, and New Positions in ESV, ATW
A couple of holdings in the SMA Portfolio have exhibited exceptional weakness over the...
- Posted September 18, 2014
SUBCY and PGN to be Added to the SMA Portfolio
As mentioned in a previous post, I've been monitoring the depressed offshore drilling sector...
- Posted September 11, 2014
2013 Performance Review
Given the dismal performance of the SMA Portfolio in 2013 I've contemplated abandoning the...
- Posted June 30, 2014
Abundant Signs of a Stock Market Near its Peak
The stock market looks ripe for a fall. Lets take a look at...
- Posted June 11, 2014
PSEC added to the SMA Portfolio
In a move that some may see as capitulation, I've decided to allow the...
- Posted February 25, 2014