All posts tagged "fixed income"

  • Portfolio rebalancing
    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 investment.

    • Posted February 12, 2020
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  • Casualty of War
    Preparing for a Bold Move

    In my opinion, the current bifurcated market has created an opportunity.

    • Posted February 11, 2020
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  • Jeffrey Gundlach - Doubleline
    Jeff Gundlach: “The Situation has Changed”

    Jeffrey Gundlach, chief executive officer of Doubleline Capital, told Reuters on Thursday, "The last man standing was the 30-year, and it has definitively broken above a multiyear base that should over time carry us to significantly higher...

    • Posted October 5, 2018
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  • Portfolio rebalancing
    SMA Portfolio Rebalancing Part Two

    As noted in an earlier post the SMA Portfolio required rebalancing. The sale of the entire position in the SPDR Dow Jones International Real Estate (RWX; $42.86) ETF and 40% of the position in Nautilus (NLS; $7.45)...

    • Posted March 27, 2013
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  • Stock Market Advantage Portfolio
    SMA Portfolio Rebalancing Planned

    A review of the Stock Market Advantage portfolio revealed the allocation of assets has shifted from the targeted allocation of 70% fixed income and 30% equities. The SMA portfolio is now approximately 33% equities, 64% fixed income,...

    • Posted March 27, 2013
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  • Jeremy Grantham - GMO
    Notes from Jeremy Grantham’s Latest Letter

    Long-time market tactician and observer Jeremy Grantham, of the money management firm Grantham Mayo Van Otterloo (GMO), released his typically long quarterly letter last week. Like his last letter Grantham expounds on the factors which will...

    • Posted February 15, 2013
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  • Joshua Brown - The Reformed Broker
    Josh Brown: One Thing Will Drive the Market Higher in 2013

    Blogger (The Reformed Broker), author and CNBC commentator Joshua Brown was speculating on the direction of the market in the coming year. Saying all of the hard decisions on the debt ceiling have been pushed, and the...

    • Posted January 9, 2013
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  • Stock Market Advantage - Sell Signal Confirmations
    Stock Market Advantage Sell Signal

    The Tactical Timing System has generated a sell signal. To comply with the system the following positions were sold. The proceeds from the sales were reinvested in the Vanguard Short-Term Corporate Bond ETF (VCSH) and the Vanguard...

    • Posted October 27, 2011
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  • TIPs To Be Sold From SMA Portfolio Today

    Treasury Inflation Protected Securities (TIPS) appear to be overpriced at the moment. An arbitrary decision has been made to eliminate all TIPS positions in the SMA Portfolio. iShares Barclays TIPS Bond (TIP) was sold at the market...

    • Posted October 6, 2010
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  • Joe Battipaglia: The Economy Will Remain Weak

    Joe Battipaglia, on Larry Kudlow’s show, argued that the economy may grow at two percent due to a one time boost from “cash for clunkers,” but that rate was not sufficient to generate new jobs. He added...

    • Posted September 30, 2009
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