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 IncreasedToday 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 IncreasedYesterday 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 PortfolioThe 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 PortfolioFear 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 PortfolioFears 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 PortfolioFears 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 IncreasedFears 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 PortfolioDisappointing 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 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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iShares Silver Mining ETF Allocation IncreasedThe price of silver has been declining due to...
- March 30, 2021
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Rich Bernstein Negative on Tech as Rates RiseRich 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 2012-2013Several 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
