Latest News
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Jeremy Siegel: Market Similar to January 2018On CNBC yesterday Jeremy Siegel expressed concern that the market's rally was looking similar to January 2018 which led to a stagnant market in the following months.
- January 10, 2020
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Macerich and Taubman Centers Added to the SMA PortfolioRetail mall REITS Macerich (MAC) and Taubman Centers (TCO) were added to the SMA Portfolio today utilizing available cash.
- January 2, 2020
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Delphi Technologies Removed from the SMA PortfolioLondon based auto equipment manufacturer Delphi Technologies (DLPH) was sold today at $13.00.
- December 6, 2019
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Global X MLP ETF Allocation IncreasedA trade war related sell-off today created an opportunity to increase the position size of the Global X MLP ETF (MLPA) in the SMA Portfolio.
- December 3, 2019
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Jeff Saut: Market Can Continue to Rise in DecemberCapital Wealth Planning chief investment strategist Jeff Saut was on CNBC today expressing his bullish market view.
- December 2, 2019
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Gerdau S. A. Removed from the SMA PortfolioLong-time holding brazilian steelmaker Gerdau S. A. (GGB) was sold this morning at $4.04.
- December 2, 2019
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Plains GP Holdings, L.P. Added to the SMA PortfolioPlains GP Holdings LP (PAGP) was added to the SMA Portfolio today at a price of $17.82 utilizing the cash available.
- November 26, 2019
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Position in Pfizer ReducedWhen individual stock positions reach an allocation of 3.5% of the SMA Portfolio the position will be trimmed to a level closer to 3%.
- November 25, 2019
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Global X MLP ETF Allocation IncreasedContinued weakness in energy MLPs has created an opportunity to increase the position size of the SMA Portfolio in the Global X MLP ETF (MLPA).
- November 19, 2019
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EnLink Midstream LLC Allocation IncreasedWeakness in midstream focused energy entities over the past three months has presented an opportunity to increase the position size in Enlink Midstream, LLC (ENLC).
- November 7, 2019
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Ameritrade Clipped Me for $38 AgainA big source of aggravation for me is Ameritrade's...
- March 30, 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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Gary Shilling’s Favorite Investment: 30 Year Treasuries
Larry Kudlow interviewed Gary Shilling last week. Shilling continues...
- June 23, 2011
