Latest News
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The Very First Issue
One past issue will be posted each day starting from the very first issue: Why Volatility Will Remain Low August 2, 1996 It looks like Elaine Garzarelli and Doug...
- Posted May 2, 2006
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The Stock Market Advantage
This is the first post in the blog format for The Stock Market Advantage, which has been available on the internet since 1996 at stockmarketadvantage.com. Two live portfolios were...
- Posted April 30, 2006
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Latest News
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ViacomCBS Sold
On February 17, 2021, the entire position of ViacomCBS (VIAC)...
- February 19, 2021
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iShares Global REIT ETF Sold
Investor euphoria/greed has been elevated with the extension of the...
- January 20, 2021
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iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar Index...
- January 12, 2021
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iShares Silver Miners ETF Added
The iShares MSCI Global Silver Miners ETF (SLVP) was added...
- December 21, 2020
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Molson Coors Added
Investors continue to pile into high-flying technology shares and various...
- October 1, 2020
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Global Gold Miners ETF Allocation Increased
Cash available was added to the SMA Portfolio's holding in...
- August 10, 2020
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Dorian LPG Sold
As part of a change in strategy to gradually shift...
- August 10, 2020
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Frontline Sold
Yesterday shipping company Frontline Ltd. (FRO), was sold at $8.20.
- August 8, 2020
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Recent Comments From Our Readers
- TC on Ameritrade and Onerous Reorganization Fees
- Jay on Ameritrade and Onerous Reorganization Fees
- Montresor on International Seaways Added
- Barron Maestro on Going Off the Rails
- Montresor on International Seaways Added
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iShares Global REIT ETF Sold
Investor euphoria/greed has been elevated with the extension of...
- January 20, 2021
- 0
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iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar...
- January 12, 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
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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
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T.T.S. Fear Index – Based on a scale of 1 (major complacency) to 10 (extreme fear):
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 | Fear was high following Fed tightenings |
1/11/2018 | 1.8 | Equals the lowest level of investor fear in modern times |
1/13/2016 | 6.3 | Terrible start to 2016 raised fears |
10/3/2011 | 8.5 | A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense |
3/9/2009 | 7.0 | Market bottom (S&P 500 @ 666); end of the world was nigh |
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% |
SMA Portfolio Holdings/Allocation %
Security | Symbol | Allocation |
Blackrock Resources & Commodities Strategies Trust | BCX | 9.5% |
Vanguard Energy ETF | VDE | 8.9% |
SPDR Emerging Markets ETF | SPEM | 8.5% |
SPDR S&P Oil & Gas Exploration & Production ETF | XOP | 8.0% |
Adams Natural Resources Fund | PEO | 7.5% |
Royce Value Trust | RVT | 6.6% |
iShares MSCI Global Gold Miners ETF | RING | 4.8% |
SPDR Small Cap Value ETF | SLYV | 4.6% |
iShares Global Silver Miners ETF | SLVP | 4.1% |
International Seaways | INSW | 2.7% |
Scorpio Tankers | STNG | 2.5% |
ASA Gold & Precious Metals Ltd | ASA | 2.5% |
DHT Holdings | DHT | 2.4% |
Royal Dutch Shell PLC | RDS.B | 2.4% |
BP PLC | BP | 2.5% |
Imperial Brands PLC | IMBBY | 2.1% |
AT&T | T | 2.0% |
Teekay Tankers | TNK | 2.0% |
Diamond S Shipping | DSSI | 1.9% |
Teva Pharmaceutical | TEVA | 1.6% |
Eneti | NETI | 1.1% |
Molson Coors | TAP | 0.9% |
Centerra Gold | CAGDF | 0.7% |
Cash | 10.7% |