Latest News
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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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BP CFO Forecasts Tremendous Growth in Energy Demand
BP Chief Financial Officer Brian Gilvary was interviewed on CNBC recently after BP reported solid financial results.
- February 10, 2020
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Global X MLP ETF Allocation Increased
Fears of a worldwide economic slowdown due to the Coronavirus has caused weakness in energy related equities.
- February 10, 2020
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EPR Properties Added to the SMA Portfolio
PR Properties (EPR) was added to the SMA Portfolio today. EPR is a REIT yielding 6.4%.
- January 27, 2020
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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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Latest News
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iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar Index...
- January 12, 2021
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iShares Silver Miners ETF Added
The iShares MSCI Global Silver Miners ETF (SLVP) was added...
- December 21, 2020
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Molson Coors Added
Investors continue to pile into high-flying technology shares and various...
- October 1, 2020
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Global Gold Miners ETF Allocation Increased
Cash available was added to the SMA Portfolio's holding in...
- August 10, 2020
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Dorian LPG Sold
As part of a change in strategy to gradually shift...
- August 10, 2020
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Frontline Sold
Yesterday shipping company Frontline Ltd. (FRO), was sold at $8.20.
- August 8, 2020
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Gold and Silver Mining ETFs Added
Cash available in the SMA Portfolio was allocated to the...
- August 7, 2020
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Position in Teekay Tankers Increased
Daily rates have dropped faster than expected in the oil...
- June 25, 2020
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Recent Comments From Our Readers
- Interfacesao on Jeff Gundlach: “The Situation has Changed”
- Sanderhrs on Jeff Gundlach: “The Situation has Changed”
- TC on Ameritrade and Onerous Reorganization Fees
- Jay on Ameritrade and Onerous Reorganization Fees
- Montresor on International Seaways Added
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iShares Silver Mining ETF Increased
With interest rates creeping up and the US Dollar...
- January 12, 2021
- 0
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iShares Silver Miners ETF Added
The iShares MSCI Global Silver Miners ETF (SLVP) was...
- December 21, 2020
- 0
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Molson Coors Added
Investors continue to pile into high-flying technology shares and...
- October 1, 2020
- 0
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Is the Retirement Crisis Really a Crisis?
PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
- 12
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Alarming Chart of the Stock Markets of 1987 and 2012-2013
Several days ago I posted a chart showing the...
- May 22, 2013
- 8
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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
- 7
T.T.S. Fear Index – Based on a scale of 1 (major complacency) to 10 (extreme fear):
Date | Index | SMA Comment |
1/8/2021 | 2.7 | Massive stimulus and Fed support have nearly eliminated fear |
3/23/2020 | 7.0 | Coronavirus and oil price war panic investors to the highest level of fear since March 2009 |
12/26/2019 | 2.3 | Lowest level of fear in nearly two years (January 2018) |
12/21/2018 | 6.7 | Fear was high following Fed tightenings |
1/11/2018 | 1.8 | Equals the lowest level of investor fear in modern times |
1/13/2016 | 6.3 | Terrible start to 2016 raised fears |
10/3/2011 | 8.5 | A good tradable bottom (S&P 500 @ 1,085) based on lots of nonsense |
3/9/2009 | 7.0 | Market bottom (S&P 500 @ 666); end of the world was nigh |
Year-to-Date Performance as of January 15, 2021
Index/Portfolio | YTD % |
SMA Portfolio | 8.5% |
S&P 500 | 1.1% |
U. S. Small Caps | 6.9% |
Total U. S. Stock Market | 2.1% |
Total Int'l Stock Market | 4.4% |
Total U. S. Bond Market | -1.1% |
SMA Portfolio Holdings/Allocation %
Security | Symbol | Allocation |
Blackrock Resources & Commodities Strategies Trust | BCX | 9.3% |
Vanguard Energy ETF | VDE | 8.8% |
SPDR Emerging Markets ETF | SPEM | 8.4% |
SPDR S&P Oil & Gas Exploration & Production ETF | XOP | 7.7% |
Adams Natural Resources Fund | PEO | 7.6% |
Royce Value Trust | RVT | 6.5% |
iShares MSCI Global Gold Miners ETF | RING | 5.7% |
iShares Global REIT ETF | REET | 5.1% |
SPDR Small Cap Value ETF | SLYV | 4.5% |
iShares Global Silver Miners ETF | SLVP | 4.5% |
ViacomCBS | VIAC | 4.1% |
ASA Gold & Precious Metals Ltd | ASA | 2.8% |
International Seaways | INSW | 2.7% |
Royal Dutch Shell PLC | RDS.B | 2.6% |
BP PLC | BP | 2.6% |
DHT Holdings | DHT | 2.5% |
Imperial Brands PLC | IMBBY | 2.4% |
Scorpio Tankers | STNG | 2.1% |
AT&T | T | 2.1% |
Teekay Tankers | TNK | 1.8% |
Diamond S Shipping | DSSI | 1.8% |
Teva Pharmaceutical | TEVA | 1.7% |
Molson Coors | TAP | 1.1% |
Scorpio Bulkers | SALT | 1.0% |
Centerra Gold | CAGDF | 0.8% |
Cash | 0% |