• 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 "energy"

• 
  Marathon Oil Increased

  Today cash in the SMA Portfolio was used to increase the allocation in Marathon Oil (MRO).

  • Posted March 6, 2020
  • 0
• 
  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
  • 0
• 
  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
  • 0
• 
  Vanguard Energy ETF Added to the SMA Portfolio

  Fear and volatility were high today with renewed Coronavirus concerns dropping the DJIA over 1,000 points.

  • Posted February 24, 2020
  • 0
• 
  Global X MLP ETF Allocation Increased

  Fears of a worldwide economic slowdown has caused weakness in energy related equities.

  • Posted February 21, 2020
  • 0
• 
  BP PLC Added to the SMA Portfolio

  BP PLC (BP) was added to the SMA Portfolio today as part of the speculative move into resources sectors outlined in earlier posts.

  • Posted February 20, 2020
  • 0
• 
  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
  • 0
• 
  Royal Dutch Shell PLC Added to the SMA Portfolio

  Lingering concerns regarding the Coronavirus outbreak have continued to weigh on energy equities.

  • Posted February 18, 2020
  • 0
• 
  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.

  • Posted February 15, 2020
  • 0
• 
  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

  • Posted February 15, 2020
  • 0