Latest News
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BP PLC Added to the SMA PortfolioBP 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 SoldThe 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 PortfolioLingering 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 PortfolioTeekay 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 PortfolioSPDR 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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Vanguard Total Bond ETF SoldThe entire position in the Vanguard Total Bond Market ETF (BND) held in the SMA Portfolio was sold this morning at $85.33.
- February 14, 2020
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Balance of Templeton Global Income Fund SoldThe remaining balance of the Templeton Global Income Fund held in the SMA Portfolio was sold in preparation for the bold trade mentioned in previous posts.
- February 13, 2020
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Partial Sale of Templeton Global Income FundApproximately 1/3 of the position of the Templeton Global Income Fund (GIM) held in the SMA Portfolio was sold at $6.15.
- February 12, 2020
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Bold Contrarian Move Part TwoAs noted in yesterday's post I'm implementing a bold contrarian trade in the SMA Portfolio by attempting to sell all fixed income holdings and exploring energy complex names for...
- February 12, 2020
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Taubman Centers Removed from the SMA PortfolioMall REIT Taubman Centers (TCO) was sold this morning at $53.20.
- February 12, 2020
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Molson Coors AddedInvestors continue to pile into high-flying technology shares and...
- October 1, 2020
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Global Gold Miners ETF Allocation IncreasedCash available was added to the SMA Portfolio's holding...
- August 10, 2020
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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 2012-2013Several 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
