• The Cure Might be Worse Than the Disease
• Ameritrade and Onerous Reorganization Fees
• Markets Unraveling
• The End of the SMA Portfolio
• Value Investor Bill Nygren’s Ideas

All posts tagged "closed end fund"

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  BlackRock Resources & Commodities Fund Increased

  Yesterday the remaining cash in the SMA Portfolio was used to increase the allocation in the closed-end fund BlackRock Resources & Commodities Strategy Trust (BCX).

  • Posted February 27, 2020
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  Resource Equities Allocations Increased in the SMA Portfolio

  The broad sell-off today in worldwide equity markets due to Coronavirus fears created an opportunity to increase allocations to several downtrodden positions held in the SMA Porfolio.

  • Posted February 25, 2020
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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.

  • Posted February 19, 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.

  • Posted February 12, 2020
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  Royce Value Trust to be Added

  Concerns following Great Britain's decision to exit the EU have created opportunities to purchase equities significantly lower than a few days ago.

  • Posted June 27, 2016
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  BlackRock Resources & Commodities Strategy Trust to be Added

  The recent buyout of Checkpoint Systems (CKP) and liquidation of closed-end fund Strategic Global Income (SGL) raised the cash position in the SMA Portfolio to over 10 percent. I plan on adding BlackRock Resources & Commodities...

  • Posted June 9, 2016
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  A Bill Gross Fund Serves Proof the Market is Not Efficient

  Bloomberg’s Sree Vidya Bhaktavatsalam and Alexis Leondis report that six of the 10 most expensive bond closed-end funds are managed by Bill Gross or his colleagues at Pacific Investment Management Co. (PIMCO). The Pimco High Income Fund...

  • Posted February 17, 2012
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• The Curious Case of U. S. Natural Gas (UNG)

  As a speculator/investor, one has to be cognizant of bargains when they become available. Natural gas hit the bargain bin radar after plunging from over $13 in 2008 to under $3 per mmbtu recently. Further bolstering the...

  • Posted September 26, 2009
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• Portfolio Update

  Last month Putnam made an offer to buy back a certain number of shares of the Putnam Premier Income Trust at net asset value (NAV). The shares held in the conservative portfolio were tendered to this offer....

  • Posted July 28, 2007
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