Latest News

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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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  Vanguard Total Bond ETF Sold

  The 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 Sold

  The 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 Fund

  Approximately 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 Two

  As 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 Portfolio

  Mall REIT Taubman Centers (TCO) was sold this morning at $53.20.

  • February 12, 2020
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  Preparing for a Bold Move

  In my opinion, the current bifurcated market has created an opportunity.

  • February 11, 2020
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