All posts tagged "business development company"

Latest News

• Delphi Technologies Removed from the SMA Portfolio

  London based auto equipment manufacturer Delphi Technologies (DLPH) was sold...

  • Posted December 6, 2019
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• Global X MLP ETF Allocation Increased

  A trade war related sell-off today created an opportunity to...

  • Posted 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...

  • Posted 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...

  • Posted 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...

  • Posted November 26, 2019
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• Position in Pfizer Reduced

  When individual stock positions reach an allocation of 3.5% of...

  • Posted November 25, 2019
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• Global X MLP ETF Allocation Increased

  Continued weakness in energy MLPs has created an opportunity to...

  • Posted November 19, 2019
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