Uncategorized
-
Ameritrade Clipped Me for $38 Again
A big source of aggravation for me is Ameritrade's policy of charging a $38...
- Posted March 30, 2020
- 0
-
Going Off the Rails
Today I made wholesale changes to the SMA Portfolio; now being operated in a...
- Posted March 23, 2020
- 1
-
Position in Pfizer Reduced
When individual stock positions reach an allocation of 3.5% of the SMA Portfolio the...
- Posted November 25, 2019
- 0
-
Imperial Brands PLC (IMBBY) Increased in the SMA Portfolio
The position in Imperial Brands PLC (IMBBY) was increased in the SMA Portfolio on...
- Posted June 2, 2019
- 0
-
Jeremy Siegel Sees a Bull Market Continuation
Jeremy Siegel predicted a bullish 2019 for stocks on CNBC yesterday.
- Posted January 10, 2019
- 0
-
Ken Fisher is Over the Top Bullish for 2019
CNBC interviewed successful money manager Ken Fisher yesterday
- Posted January 3, 2019
- 0
-
Jeff Saut’s Best Ways to Play a Market Continuing to Run
Raymond James Chief Strategist Jeff Saut, Beacon Capital Management Partner Jon Maxson and Trean...
- Posted January 1, 2014
- 0
Latest News
-
Position in Teekay Tankers Increased
Daily rates have dropped faster than expected in the oil...
- June 25, 2020
- 0
-
Diamond S Shipping Increased
Today I increased the allocation to Diamond S Shipping (DSSI)...
- April 28, 2020
- 0
-
Mark Mobius is Cautious on Recovery
Mark Mobius, globe trotting emerging markets guru for Mobius Capital...
- April 17, 2020
- 0
-
Ameritrade Clipped Me for $38 Again
A big source of aggravation for me is Ameritrade's policy...
- March 30, 2020
- 0
-
Going Off the Rails
Today I made wholesale changes to the SMA Portfolio; now...
- March 23, 2020
- 1
Don't Miss Out On These Free Updates!
Indexes, Currencies, Commodities & Rates
-
iShares Global REIT ETF Sold
Investor euphoria/greed has been elevated with the extension of...
- January 20, 2021
- 0
-
iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar...
- January 12, 2021
- 0
-
Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
-
Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
-
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% |