Latest News

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  Changes to the SMA Portfolio

  Several changes to the Stock Market Advantage (SMA) portfolio have been deemed to be prudent in light of extraordinary developments and an eye towards costs.

  • November 28, 2018
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  Jeff Gundlach: “The Situation has Changed”

  Jeffrey Gundlach, chief executive officer of Doubleline Capital, told Reuters on Thursday, "The last man standing was the 30-year, and it has definitively broken above a multiyear base that...

  • October 5, 2018
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  Preferred Stock ETF Allocation Increased

  The allocation to iShares U.S. Preferred Stock ETF (PFF) was increased to 5.5% of the SMA Portfolio using the available cash balance.

  • October 2, 2018
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  AT&T and BT Group Added to the SMA Portfolio

  Weakness in the telecom sector, along with rising interest rates, has provided an interesting opportunity in these high-yielding shares.

  • May 18, 2018
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  Mary Ann Bartels Explains The Thesis of the Secular Bull

  Mary Ann Bartels, CIO at Bank of America - Merrill Lynch, was interviewed by Barron's magazine and explained why the bond market will support global equity valuations and a...

  • January 7, 2018
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  Jeff Saut Bullish on Prospects for Stocks in 2018

  Jeff Saut, chief investment strategist at Raymond James, was on CNBC Wednesday commenting on prospects for stocks in 2018.

  • December 30, 2017
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  Jeffrey Gundlach: Commodities Are Cheap

  Jeffrey Gundlach, DoubleLine Capital LP CEO & co-founder, told CNBC’s Scott Wapner that investors should overweight commodities in portfolios. Gundlach said commodities have experienced massive cycles in the past...

  • December 14, 2017
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  Prospect Capital Removed From the SMA Portfolio

  I decided to sell Prospect Capital (PSEC) since it has rebounded 25% from lows reached earlier this month.

  • November 17, 2017
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  Global X MLP ETF Allocation Increased in the SMA Portfolio

  Due to price weakness and improved valuation, allocation to the Global X MLP ETF (MLPA) was increased from 2.8% to 4.7% in the SMA Portfolio.

  • November 14, 2017
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  Imperial Brands Added to the SMA Portfolio

  Imperial Brands PLC (IMBBY) was added to the SMA Portfolio this week at a price of $42.25. The allocation to IMBBY is 2.6% of the portfolio. Imperial Brands is...

  • October 13, 2017
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