Latest News

  • Misery
    Going Off the Rails

    Today I made wholesale changes to the SMA Portfolio; now being operated in a completely different manner than originally intended.

    • March 23, 2020
    • 1
  • Liferaft
    The Cure Might be Worse Than the Disease

    The quote from the illuminating article above is relevant to our current situation; in that the cure to end this virus (societal shutdown), might be worse than the disease.

    • March 22, 2020
    • 0
  • Agony
    Ameritrade and Onerous Reorganization Fees

    this is a warning to Ameritrade customers. Be congnizant of your positions because any type of reorganization is going to be fee intensive.

    • March 20, 2020
    • 0
  • Stock Collapse
    Markets Unraveling

    Coronavirus fears have created a contagion of panic on Wall Street.

    • March 19, 2020
    • 0
  • The End of the SMA Portfolio

    It's hard to do this, but this brutal blitz krieg bear market has caused me to do a lot soul searching and I've decided to change course.

    • Posted March 17, 2020
    • 0
  • MRO
    Marathon Oil Increased

    Today cash in the SMA Portfolio was used to increase the allocation in Marathon Oil (MRO).

    • March 6, 2020
    • 0
  • Casualty of War
    BlackRock Resources & Commodities Fund Increased

    Yesterday the remaining cash in the SMA Portfolio was used to increase the allocation in the closed-end fund BlackRock Resources & Commodities Strategy Trust (BCX).

    • February 27, 2020
    • 0
  • Liferaft
    Resource Equities Allocations Increased in the SMA Portfolio

    The broad sell-off today in worldwide equity markets due to Coronavirus fears created an opportunity to increase allocations to several downtrodden positions held in the SMA Porfolio.

    • February 25, 2020
    • 0
  • VDE
    Vanguard Energy ETF Added to the SMA Portfolio

    Fear and volatility were high today with renewed Coronavirus concerns dropping the DJIA over 1,000 points.

    • February 24, 2020
    • 0
  • CMRE
    Costamare Added to the SMA Portfolio

    Fears of a worldwide economic slowdown due to the Coronavirus has caused a collapse in shipping related equities over the past month.

    • February 21, 2020
    • 0