Latest News

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  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
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  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
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  Scorpio Tankers Added to the SMA Portfolio

  Fears of a worldwide economic slowdown due to the Coronavirus has caused underperformance in shipping related equities.

  • February 21, 2020
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  Global X MLP ETF Allocation Increased

  Fears of a worldwide economic slowdown has caused weakness in energy related equities.

  • February 21, 2020
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  ViacomCBS Allocation Increased in the SMA Portfolio

  Disappointing quarterly results has created an opportunity to increase the position size of the ViacomCBS (VIAC) in the SMA Portfolio.

  • February 21, 2020
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  BP PLC Added to the SMA Portfolio

  BP PLC (BP) was added to the SMA Portfolio today as part of the speculative move into resources sectors outlined in earlier posts.

  • February 20, 2020
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  Morgan Stanley Emerging Markets Debt Fund Sold

  The entire position in the Morgan Stanley Emerging Markets Debt Fund (MSD) held in the SMA Portfolio was sold this morning at $9.90.

  • February 19, 2020
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  Royal Dutch Shell PLC Added to the SMA Portfolio

  Lingering concerns regarding the Coronavirus outbreak have continued to weigh on energy equities.

  • February 18, 2020
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  Teekay Tankers Added to the SMA Portfolio

  Teekay Tankers Ltd. (TNK) was added to the SMA Portfolio yesterday as part of the speculative move outlined in earlier posts.

  • February 15, 2020
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  SPDR S&P Oil & Gas Exploration & Production ETF Added to SMA Portfolio

  SPDR S&P Oil & Gas Exploration & Production ETF (XOP) was added to the SMA Portfolio yesterday as part of the speculative move outlined

  • February 15, 2020
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