Latest News

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  Value Investor Bill Nygren’s Ideas

  Oakmark's veteran value manager Bill Nygren was on CNBC today providing his latest ideas.

  • January 21, 2020
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  Jeremy Siegel: Market Similar to January 2018

  On 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 Portfolio

  Retail 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 Portfolio

  London 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 Increased

  A 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 December

  Capital 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 Portfolio

  Long-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 Portfolio

  Plains 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 Reduced

  When 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 Increased

  Continued 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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