Latest News
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Scorpio Tankers Increased
I made a decision to increase the allocation to Scorpio Tankers (STNG) in the SMA Portfolio from 2.0% to 3.5%.
- June 1, 2020
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SandRidge Energy Sold
I decided to sell the position in SandRidge Energy (SD) after they issued a "going concern" warning recently.
- May 28, 2020
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Scorpio Bulkers Added and International Seaways Increased
As part of my new focus on profiting from the resurgence of the oil tanker industry, Scorpio Bulkers (SALT) was added to the SMA Portfolio.
- April 30, 2020
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Diamond S Shipping Increased
Today I increased the allocation to Diamond S Shipping (DSSI) from 2.5% to 3.9%.
- April 28, 2020
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Nordic American Tankers Sold
Having achieved over a 100% gain in the stock of Nordic American Tanker (NAT) since purchasing it last month I felt it was a good opportunity to sell the...
- April 27, 2020
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Initiated Positions in Diamond S Shipping and SandRidge Energy
I decided to add to my holdings in the oil tanker area today with the purchase of Diamond S Shipping (DSSI) and the oil and natural gas production complex...
- April 22, 2020
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Mark Mobius is Cautious on Recovery
Mark Mobius, globe trotting emerging markets guru for Mobius Capital Partners, was interviewed by CNBC's Joe Kernen this morning.
- April 17, 2020
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Global X MLP ETF Sold
I decided to sell all Global X MLP (MLPA) holdings in the smaller accounts I manage held at Ameritrade, which includes the SMA Portfolio.
- April 16, 2020
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Ameritrade Clipped Me for $38 Again
A big source of aggravation for me is Ameritrade's policy of charging a $38 fee for reorganizations, without notification or consideration of the position’s value.
- March 30, 2020
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International Seaways Added
The oil tanker companies were in the middle of a strong bull market when the coronavirus scare caused all stocks to crater.
- March 25, 2020
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Latest News
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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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Gold and Silver Mining ETFs Added
Cash available in the SMA Portfolio was allocated to the...
- August 7, 2020
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Stock Indexes, Currencies, Commodities & Rates
Recent Comments From Our Readers
- Interfacesao on Jeff Gundlach: “The Situation has Changed”
- Sanderhrs on Jeff Gundlach: “The Situation has Changed”
- TC on Ameritrade and Onerous Reorganization Fees
- Jay on Ameritrade and Onerous Reorganization Fees
- 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
-
iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar...
- January 12, 2021
- 0
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iShares Silver Miners ETF Added
The iShares MSCI Global Silver Miners ETF (SLVP) was...
- December 21, 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
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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 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% |
SMA Portfolio Holdings/Allocation %
Security | Symbol | Allocation |
Blackrock Resources & Commodities Strategies Trust | BCX | 9.3% |
Vanguard Energy ETF | VDE | 8.8% |
SPDR Emerging Markets ETF | SPEM | 8.6% |
SPDR S&P Oil & Gas Exploration & Production ETF | XOP | 7.7% |
Adams Natural Resources Fund | PEO | 7.5% |
Royce Value Trust | RVT | 6.6% |
iShares MSCI Global Gold Miners ETF | RING | 5.7% |
SPDR Small Cap Value ETF | SLYV | 4.6% |
iShares Global Silver Miners ETF | SLVP | 4.3% |
ViacomCBS | VIAC | 4.2% |
ASA Gold & Precious Metals Ltd | ASA | 2.8% |
International Seaways | INSW | 2.5% |
Royal Dutch Shell PLC | RDS.B | 2.5% |
BP PLC | BP | 2.5% |
Imperial Brands PLC | IMBBY | 2.5% |
DHT Holdings | DHT | 2.4% |
AT&T | T | 2.1% |
Scorpio Tankers | STNG | 2.0% |
Teva Pharmaceutical | TEVA | 1.8% |
Teekay Tankers | TNK | 1.7% |
Diamond S Shipping | DSSI | 1.6% |
Molson Coors | TAP | 1.0% |
Scorpio Bulkers | SALT | 1.0% |
Centerra Gold | CAGDF | 0.8% |
Cash | 5.2% |