Latest News
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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
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Marathon Oil Increased
Today cash in the SMA Portfolio was used to increase the allocation in Marathon Oil (MRO).
- March 6, 2020
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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
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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
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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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Latest News
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iShares Silver Mining ETF Allocation Increased
The price of silver has been declining due to rising...
- March 30, 2021
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ViacomCBS Re-initiated
About five weeks ago the entire position of ViacomCBS (VIAC)...
- March 26, 2021
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Rich Bernstein Negative on Tech as Rates Rise
Rich Bernstein, CEO and CIO of Richard Bernstein Advisors, warned...
- March 18, 2021
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Oil & Gas Exploration & Production ETF Allocation Reduced
The SPDR S&P Oil & Gas Exploration & Production ETF...
- March 5, 2021
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Gold and Silver Mining ETFs Allocation Increased
Gold and silver mining stocks, along with precious metals prices,...
- March 3, 2021
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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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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 Silver Mining ETF Allocation Increased
The price of silver has been declining due to...
- March 30, 2021
- 0
-
Rich Bernstein Negative on Tech as Rates Rise
Rich Bernstein, CEO and CIO of Richard Bernstein Advisors,...
- March 18, 2021
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
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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 March 31, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 18.0% |
S&P 500 | 6.2% |
U. S. Small Caps | 10.3% |
Total U. S. Stock Market | 6.4% |
Total Int'l Stock Market | 4.5% |
Total U. S. Bond Market | -3.6% |
SMA Portfolio Holdings/Allocation %
Security | Symbol | Allocation |
Vanguard Energy ETF | VDE | 9.3% |
Blackrock Resources & Commodities Strategies Trust | BCX | 9.2% |
Adams Natural Resources Fund | PEO | 8.1% |
SPDR S&P Oil & Gas Exploration & Production ETF | XOP | 7.7% |
SPDR Emerging Markets ETF | SPEM | 7.7% |
Royce Value Trust | RVT | 6.3% |
iShares MSCI Global Gold Miners ETF | RING | 5.0% |
SPDR Small Cap Value ETF | SLYV | 4.8% |
iShares Global Silver Miners ETF | SLVP | 4.4% |
ViacomCBS | VIAC | 3.2% |
Scorpio Tankers | STNG | 2.8% |
International Seaways | INSW | 2.5% |
DHT Holdings | DHT | 2.4% |
ASA Gold & Precious Metals Ltd | ASA | 2.3% |
BP PLC | BP | 2.4% |
Royal Dutch Shell PLC | RDS.B | 2.3% |
Imperial Brands PLC | IMBBY | 2.2% |
Teekay Tankers | TNK | 2.0% |
Diamond S Shipping | DSSI | 2.1% |
AT&T | T | 2.1% |
Teva Pharmaceutical | TEVA | 1.5% |
Eneti | NETI | 1.1% |
Molson Coors | TAP | 1.0% |
Centerra Gold | CAGDF | 0.5% |
Cash | 7.3% |